New Edge Wealth
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Overview
New Edge Wealth operates as an advisory firm located in Stamford, Connecticut. The company handles $4.4 billion in assets under management throughout 3,283 customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). It has an average-sized team, including 25 financial advisors. New Edge Wealth is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like stocks, options and bonds.
New Edge Wealth manages most of the firm's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without requiring the customer's authorization. The company also has 494 non-discretionary accounts totaling $836.8 million in assets under management. The firm manages about $1.3 million for each client account. The typical financial advisor at New Edge Wealth administers around 131 client accounts.
New Edge Wealth’s main office is located at 2200 Atlantic Street, Stamford, Connecticut 6902. The company is legally registered to provide services to customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
New Edge Wealth by the Numbers
$4.4 billion
42
3,283
$1.3 million
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Products and Services
New Edge Wealth offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the last fiscal year, New Edge Wealth provided financial planning services to 25-Nov of its customers. The company does not sell products or offer services apart from investment advice to its investment advisory clients. New Edge Wealth is affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, trust company and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 47% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 21% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees vary depending on which service is offered. Fees charged by New Edge Wealth may include the following fee structures: asset-based or fixed. New Edge Wealth participates in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 70% of firms
Percentage of Assets
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Offered by 33% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors and high net worth investors. Out of its 3,283 accounts, New Edge Wealth's biggest client is high net worth investors, but it also caters to 464 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 66.67%
- Other Individuals - 33.33%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
New Edge Wealth does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at New Edge Wealth
Stamford, CT
Darien, CT
Stamford, CT
Stamford, CT
Darien, CT
Darien, CT
Stamford, CT
Miami, FL
Miami, FL
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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