AN

Andrew Noble

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

309 East Paces Ferry Rd, Suite 400, Atlanta, GA, 30305

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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

Andrew is registered with NewEdge Wealth as an investment advisor representative (IAR). This activity involves approximately 60 hours per month.

Employment History
Current Registrations
New Edge Wealth
February 2024 - Present · 1 yr 11 mos
Newedge Securities, LLCBroker
February 2024 - Present · 1 yr 11 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2022 - February 2024 · 1 yr 11 mos
J.P. Morgan Securities LLC Broker
March 2022 - February 2024 · 1 yr 11 mos
Charles Schwab & Co., INC.
September 2019 - February 2022 · 2 yrs 5 mos
Charles Schwab & Co., INC. Broker
August 2019 - February 2022 · 2 yrs 6 mos
State Registrations11 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.