Dennis Schlegel is a registered investment advisor at Newedge Advisors, based in Holmdel, NJ, with 19 years of industry experience. Dennis 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
101Crawfords Corner Rd., Suite 101-4r, Holmdel, NJ, 07733
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis operates Emeritus Wealth Group as a DBA for his LPL business and owns Emeritus Wealth Group, LLC for tax/investment purposes. He also works as an agent selling non-variable insurance and provides investment advisory services through NewEdge Advisors, LLC, dedicating about two-thirds of his time to this.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Gitterman Wealth Management, LLC
Triad Advisors, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations2 states
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