AD

Ana Karina Gonzalez Davila

6 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

NewEdge Wealth primarily charges a single “wrap” fee that includes advisory fees, brokerage and trading costs, commissions, custody fees, platform administration, reporting services, and investment management fees charged by Independent Managers and/or NEIS. Clients can choose an “unbundled” fee structure, paying separately for investment advice, brokerage services, and management fees. Fees vary based on the type, amount, and market value of assets under management, the complexity of the engagement, and the scope of services provided. Manager Fees for Independent Managers generally range from 0.10% to 1.50% of AUM. NewEdge can negotiate lower fees based on various factors.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2200 Atlantic Street, Suite 200, Stamford, CT, 06902

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ana works as a sales assistant for investment-related business for ultra-high net worth individuals at NewEdge Wealth, LLC. This takes nearly full-time hours.

Employment History
Current Registrations
New Edge Wealth
February 2022 - Present · 3 yrs 11 mos
Newedge Securities, LLCBroker
January 2022 - Present · 4 yrs
Previous Registrations
UBS Financial Services INC.
December 2019 - February 2022 · 2 yrs 2 mos
UBS Financial Services INC. Broker
September 2019 - February 2022 · 2 yrs 5 mos
State Registrations3 states
FLNCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.