Dale Schroeder

NewEdge Wealth charges investment management fees based on a percentage of assets under management, a flat asset-based fee, or a fixed annual fee, depending on the client's agreement. Investment manager fees for specialized strategies generally range from 0.10% to 1.50% of assets under management. Specifically, NewEdge Investment Solutions manager fees vary by strategy: equity strategies cost 0.25%, fixed income and municipal bond strategies cost 0.10%, structured notes strategies cost 0.50%, and outsourced chief investment officer multi-asset strategies cost 0.10% to 0.15%. Independent manager fees range from 0.10% to 1.50%. Fees are negotiable based on factors such as asset amount, account composition, and service complexity.