Assets Under Management

$27.4B

Number of Clients

42,946

Number of Advisors

515

Average Client AUM

$638K

AUM per Advisor

$53.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

NewEdge Advisors manages assets for various clients, offering a wrap fee program that combines investment advisory services with custodial transaction costs. They provide comprehensive portfolio management, including financial planning/consulting, to help clients meet their financial goals. Fees are negotiable.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Location

858 Camp Street, New Orleans, LA, 70130

515 Advisors at this firm

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