Gary Wedge is a CFP-designated registered investment advisor at Newage Advisors LLC, based in Lansing, MI, with 13 years of industry experience. Gary 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, and 1 more. Their firm serves 16 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
These fees are for the Private Client Group (PCG). The Federal Client Group (FCG) pays 0.60% regardless of assets. Fees are negotiable based on account size or multiple accounts.
Fee Estimator
Location
120 N. Washington Square, Suite 300, Lansing, MI, 48933
Get directionsHistory
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
Gary is an independent insurance agent selling life, health insurance, and annuities. This takes up to a few hours per week, some of which occur during market hours.
Employment History
Current Registrations
Newage Advisors LLC
Previous Registrations
Kalos Management
Madison Avenue Securities, INC.
State Registrations1 state
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.