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Dane Cooper

Newedge Advisors
15 Years of Experience
St. Simons Island, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Dane Cooper is a registered investment advisor at Newedge Advisors, based in St. Simons Island, GA, with 15 years of industry experience. Dane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20 Market Street, St. Simons Island, GA, 31522

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History

Regulatory History (1)
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Criminal
July 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Dane is involved in several business activities, including PCGH Collaboration LLC, The Pierce Company LLC, and Streamline Wealth (financial planning and investment sales). He also sells insurance and fixed annuities through Ash Brokerage, Piedmont Insurance Brokerage, and Hanleigh Insurance Brokerage, dedicating minimal time to each.

Employment History
Current Registrations
Newedge Advisors
February 2024 - Present · 2 yrs 8 mos
Newedge Securities, LLCBroker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
November 2011 - February 2024 · 12 yrs 3 mos
MML Investors Services, LLCBroker
March 2011 - February 2024 · 12 yrs 11 mos
State Registrations3 states
ALFLGA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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