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How does the advisor help clients – Key Takeaways:
NEWEDGE ADVISORS offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. With their extensive expertise and personalized approach, they assist clients with portfolio management, retirement planning, insurance planning, tax planning, and more. Through their commitment to transparency and open communication, they strive to build long-term relationships with their clients and provide them with the best financial solutions.
Facts and Insights:
NEWEDGE ADVISORS was founded in 2005 and has since become a leading financial advisor in the industry. They currently have over $100 billion in assets under management and a team of over 500 advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 billion | 500+ | 15 years |
Financial Services Offered:
- Portfolio Management
- Retirement Planning
- Insurance Planning
- Tax Planning
- Estate Planning
- Education Planning
Client Types:
NEWEDGE ADVISORS caters to a diverse client base, including individual investors, high net worth individuals, corporate executives, and small business owners. They also specialize in working with clients in different life stages, from young professionals just starting out to retirees looking to preserve their wealth.
Fees & Compensation:
As a fee-only advisor, NEWEDGE ADVISORS charges a percentage of assets under management as their compensation. This ensures that their interests are aligned with their clients’ in achieving growth and success for their portfolios.
Background:
The team at NEWEDGE ADVISORS brings a wealth of experience and knowledge in financial planning and investment management. They have a diverse background in finance, accounting, and economics and are constantly updating their skills and staying informed on industry trends and changes.
Financial Advisor Disclosures to Know:
Clients should be aware of any potential conflicts of interest or disclosures from their financial advisor. NEWEDGE ADVISORS follows strict ethical standards and regulations and fully discloses any potential conflicts or disclosures to their clients. They also have a dedicated compliance team to ensure their practices are in line with regulatory requirements.