Bonnie Bailey
Bonnie Bailey is a CFP-designated registered investment advisor at Newedge Advisors, based in Milldale, CT, with 10 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
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 | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $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
Location
409 Canal St., Milldale, CT, 06467
Get directionsHistory
Regulatory History (2)
Criminal
August 1997Criminal
May 1997Other Business ActivitiesSells Insurance
Bonnie is an Associate Wealth Advisor at Cornerstone Wealth TN, LLC dba GAAM Wealth Advisors since 2018, working full-time. She also sells life insurance through Freedom Moat, LLC and other fixed insurance products, dedicating about a quarter of her time to each. Bonnie is also a Registered Client Services Associate at NewEdge Advisors, LLC.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Newedge Advisors
Cwm, LLC
Cetera Advisor Networks LLCBroker
Cwm, LLC
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.
Exams
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