Amanda Blocksom
Amanda Blocksom is a CFP, ChFC-designated registered investment advisor at Newedge Advisors, based in Daytona Beach, FL, with 18 years of industry experience. Amanda 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
1144a Pelican Bay Dr., Daytona Beach, FL, 32119
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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
Amanda is a board member for the Ormond Beach Police Officers Pension Board and The Healthy Start Coalition of Volusia County. She also works as a financial advisor for Aurion Wealth, LLC, marketing fixed insurance and fixed annuities, dedicating about a quarter of her time to this.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Edward Jones
Edward JonesBroker
State Registrations3 states
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