James Berquist is a registered investment advisor at New Edge Wealth, based in McMurrary, PA, with 49 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,790 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Wealth offers investment advisory services with fees charged in a few ways:
- Fixed Annual Fee: A negotiated fixed fee based on the scope and complexity of the engagement.
- Flat Asset-Based Fee: A single fee rate applied to all assets in the account, negotiated based on the scope and complexity.
- Tiered Rate Fee Schedule: Different fee rates applied to portions of the portfolio based on breakpoints, resulting in a blended fee. Fee rates are not specified in this document.
Clients may also be subject to a minimum annual fee, as outlined in their service summary. Clients can choose to pay an "unbundled" fee or a single "wrap" fee.
Location
455 Valley Brook Road Suite 100, McMurrary, PA, 15317
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Regulatory History
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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James is an investment advisor representative (IAR) with NewEdge Wealth, LLC, providing financial advice to ultra-high net worth individuals. This activity takes nearly full-time hours.
Employment History
Current Registrations
New Edge Wealth
Newedge Securities, LLCBroker
Previous Registrations
Newedge Advisors
Mid Atlantic Financial Management, INC.
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations10 states
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