NewEdge Advisors offers individuals and families a wide array of investment advisory and financial planning services. The firm specializes in wrap and non-wrap portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. Clients can work with investment advisor representatives who provide customized investment strategies, asset allocation, and ongoing monitoring. NewEdge Advisors operates through multiple programs, including discretionary and non-discretionary portfolio management, mutual fund and exchange-traded fund strategies, and manager-of-managers programs where third-party portfolio managers are selected and overseen. Additionally, the firm provides specialized consulting services for retirement plans, business affairs, and pension plans. NewEdge Advisors emphasizes a holistic approach to managing client wealth, utilizing various custodians such as LPL Financial, Charles Schwab, Fidelity, Goldman Sachs, and Raymond James.
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.