Anthony Bartolomeo is a CFP-designated registered investment advisor at Newedge Advisors, based in Boca Raton, FL, with 4 years of industry experience. Anthony 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
1200 North Federal Highway, Suite 300, Boca Raton, FL, 33432
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is an Investment Advisor Representative for NewEdge Advisors, LLC, doing business as RIA Legacy Wealth Management, since May 2023.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Savior Wealth
State Registrations4 states
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