Dane Cooper
Dane Cooper is a registered investment advisor at Newedge Advisors, based in St. Simons Island, GA, with 15 years of industry experience. Dane 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
20 Market Street, St. Simons Island, GA, 31522
Get directionsHistory
Regulatory History (1)
Criminal
July 2002Other 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
Newedge Securities, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 states
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.