Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors charges a maximum annual wrap fee of 2.50% of assets under management. Fees are billed quarterly in advance, pro-rata based on the account value. Fees are negotiable. Clients may also pay charges imposed by the custodian or fund companies. The firm utilizes the most appropriate mutual fund share classes available. Clients should understand that a transaction charge for mutual fund and exchange traded fund (ETF) purchases and redemptions may occur in accordance with the appropriate custodial agreement.
Areas of Practice
Advisor Information
Office location
201 Woodrow Wilson Dr., Valdosta, GA, 31602
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam operates his LPL business through Legacy Partners and is also a registered investment advisor hybrid with New Edge Advisors, LLC, dedicating about half of his time to this role. He also works for First Baptist Church of Valdosta, serves as a board member for Annette Howell Turner Center for the Arts, and is a non-variable insurance agent with Agents Marketing Group, spending minimal time on this.