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How does the advisor help clients – Key Takeaways:
As a leading financial expert, NEW EDGE WEALTH has been helping clients achieve their financial goals for over 10 years. Their team of experienced advisors provides personalized and comprehensive financial services to clients across the country.
NEW EDGE WEALTH offers a wide range of financial services to help clients plan for their future and secure their financial well-being. These include investment management, retirement planning, estate planning, tax planning, and insurance services.
Facts and Insights
NEW EDGE WEALTH has over $500 million in assets under management, with a team of 20 highly skilled and knowledgeable advisors. They have a proven track record of helping their clients grow and protect their wealth through sound financial strategies and consistent market performance.
Their team has an average of 15 years of experience in the financial industry, with many holding advanced degrees and professional certifications. This expertise allows them to navigate complex financial markets and develop customized plans for each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million+ | 20 | 10+ |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
NEW EDGE WEALTH serves a diverse range of clients, including individuals, families, business owners, and retirees. They have the expertise to understand the unique financial needs of each client and provide tailored solutions to help them achieve their goals.
Fees & Compensation
NEW EDGE WEALTH operates on a fee-only basis, meaning they do not receive any commissions from financial products or services. This allows them to remain impartial and solely focused on the best interests of their clients. They offer transparent and competitive fees, which are based on the complexity of each client’s financial situation.
Background
The team at NEW EDGE WEALTH brings a wealth of experience and knowledge to the financial industry. They have a proven track record of helping clients achieve their financial goals, and their commitment to client satisfaction and ethical business practices has earned them a stellar reputation in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, NEW EDGE WEALTH is held to fiduciary standards, meaning they are legally obligated to act in the best interests of their clients. They have a strict code of ethics and transparent disclosure policies, providing clients with peace of mind and confidence in their financial decisions.