AK

Andrew William Knight

2 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

Andrew 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 2023 - Present · 2 yrs 11 mos
Newedge Securities, LLCBroker
January 2023 - Present · 3 yrs
State Registrations35 states
AZCACOCTDCDEFLGAILKYMAMDMEMIMONCNHNJNMNVNYORPAPRRISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.