Karen Glassman is a registered investment advisor at New Edge Wealth, based in Darien, CT, with 36 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,790 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Wealth offers investment advisory services with fees charged in a few ways:
- Fixed Annual Fee: A negotiated fixed fee based on the scope and complexity of the engagement.
- Flat Asset-Based Fee: A single fee rate applied to all assets in the account, negotiated based on the scope and complexity.
- Tiered Rate Fee Schedule: Different fee rates applied to portions of the portfolio based on breakpoints, resulting in a blended fee. Fee rates are not specified in this document.
Clients may also be subject to a minimum annual fee, as outlined in their service summary. Clients can choose to pay an "unbundled" fee or a single "wrap" fee.
Location
19 Old Kings Highway South, Darien, CT, 06820
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Regulatory 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.
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Karen is a managing member of Calista Capital, LLC, a consulting firm established in 2006, dedicating a few hours per week. She also works as a financial advisor for NewEdge Wealth, LLC, focusing on investment-related business for ultra-high net worth individuals, taking nearly full-time hours.
Employment History
Current Registrations
New Edge Wealth
Newedge Securities, LLCBroker
Previous Registrations
Independent Brokerage Solutions LLCBroker
Rose & CO. Capital Advisors, LLCBroker
Ross Securities CorporationBroker
W. P. Stewart Securities LimitedBroker
Papamarkou & Company, INC.Broker
Lynch, Jones & Ryan, INC.Broker
The Transportation Group (securities) LimitedBroker
Papamarkou & Company, INC.Broker
Bear, Stearns & CO. INC.Broker
E. F. Hutton & Company INCBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.