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Andrew Noble

7 Years of Experience
Atlanta, GA
Broker

Andrew Noble is a registered investment advisor at New Edge Wealth, based in Atlanta, GA, with 7 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 3,692 clients with $20B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
3,692 clients
Average Client Portfolio
$5.4M average
Assets Under Management
$19.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

NewEdge Wealth charges investment management fees based on a percentage of assets under management, a flat asset-based fee, or a fixed annual fee, depending on the client's agreement. Investment manager fees for specialized strategies generally range from 0.10% to 1.50% of assets under management. Specifically, NewEdge Investment Solutions manager fees vary by strategy: equity strategies cost 0.25%, fixed income and municipal bond strategies cost 0.10%, structured notes strategies cost 0.50%, and outsourced chief investment officer multi-asset strategies cost 0.10% to 0.15%. Independent manager fees range from 0.10% to 1.50%. Fees are negotiable based on factors such as asset amount, account composition, and service complexity.

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Location

1380 West Paces Ferry Road NW Suite 2170, Atlanta, GA, 30327

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is registered with NewEdge Wealth as an investment advisor representative (IAR). This activity involves approximately 60 hours per month.

Employment History
Current Registrations
New Edge Wealth
February 2024 - Present · 2 yrs 8 mos
Newedge Securities, LLCBroker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2022 - February 2024 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
March 2022 - February 2024 · 1 yr 11 mos
Charles Schwab & CO., INC.
September 2019 - February 2022 · 2 yrs 5 mos
Charles Schwab & CO., INC.Broker
August 2019 - February 2022 · 2 yrs 6 mos
State Registrations4 states
COFLGATX
AdvisorBroker

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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