Daniel Fagan is a registered investment advisor at Newedge Advisors, based in North Haven, CT, with 31 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
110 Washington Ave,, North Haven, CT, 06473
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Regulatory History (1)
Customer Dispute
December 2017Other Business Activities
Daniel operates Radiant Wealth Management as a DBA for investment advisory services through NewEdge Advisors, dedicating full-time hours to providing financial planning and investment advice. He also serves as a Notary Public, spending minimal time each month in this role.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Newedge Securities, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.