Joshua Olds is a CFA-designated registered investment advisor at Newedge Advisors, based in Potomac, MD, with 19 years of industry experience. Joshua 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
Potomac, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua conducts advisory services through NewEdge Advisors, LLC as Continuity Wealth Group, dedicating full-time hours to this. He is a former member of New Potomac Partners, LLC and spends minimal time on planning educational events for the DC Society Board.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
New Potomac Partners LLC
Johnston Lemon Asset Management INC
Johnston Lemon Asset Management INC
Morgan Stanley
State Registrations3 states
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