Newedge Advisors
Assets Under Management
$27.4B
Number of Clients
42,946
Number of Advisors
515
Average Client AUM
$638K
AUM per Advisor
$53.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
NewEdge Advisors manages assets for various clients, aiming to meet their financial goals while considering risk tolerance and time horizons. They offer a wrap fee program that includes investment advisory services and custodial transaction costs. The firm provides comprehensive portfolio management, encompassing asset management and financial planning/consulting.
Fee Structure
The maximum annual wrap fee charged to client accounts will not exceed 2.50%. Fees are billed quarterly in advance, pro-rata based on account value. Fees are negotiable. Clients may also pay fund-related charges imposed by the custodian or the funds themselves. Custodial transaction costs are included in the wrap fee.
Areas of Practice
Location
858 Camp Street, New Orleans, LA, 70130