Sean Koscho is a registered investment advisor at Newedge Advisors, based in Exeter, NH, with 16 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
2 Franklin Street, Exeter, NH, 03833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is the treasurer for the Sarasota Firefighters Benevolent Fund, overseeing accounts and dedicating a few hours per week. He also works as a Firefighter/EMT for the Sarasota County Fire Department, taking about half of his time.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Base Wealth Management
Intervest International, INC.
Intervest International Equities CorporationBroker
PFS Investments INC.Broker
Banc of America Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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