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Andrew Morris Draft

New Edge Wealth
2 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
New Edge Wealth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

Location

1111 BRICKELL AVENUE, Suite 2180, Miami, FL, 33131

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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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Employment History
Current Registrations
New Edge Wealth
November 2023 - Present · 2 yrs 3 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.