Jamie Wolff is a registered investment advisor at New Edge Wealth, based in Stamford, CT, with 33 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
2200 Atlantic Street, 2nd Floor, Stamford, CT, 06902
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1994Other Business Activities
Jamie owns Griffon Farm, a horse boarding and training business, and spends a few hours per week on it. Jamie is also an IAR with NewEdge Wealth, LLC, working as a financial advisor for ultra-high net worth individuals, taking nearly full-time hours.
Employment History
Current Registrations
Newedge Securities, LLCBroker
New Edge Wealth
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
J.P. Morgan Securities LLC
Bear, Stearns & CO. INC.
J.P. Morgan Securities LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Americorp Securities, INC.Broker
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.