NewEdge Wealth offers investment advisory services to ultra-high net worth individuals and families. Services include wealth strategy, financial planning, asset allocation, portfolio construction, and institutional consulting. NewEdge tailors its advisory services to meet the needs of each client, considering their risk tolerance, time horizon, and liquidity constraints. NewEdge can recommend independent investment managers and private funds, but clients are not obligated to invest in them.
Assets Under Management$12B
Clients2,790
Advisors120
Avg. per Client$4.3M
Avg. per Advisor$100M
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.
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Location
120 Advisors at this firm
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