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Nuri Gunes Jr.

Advisor at Newedge Advisors

Updated today
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Firm

Newedge Advisors

Location

Sparta, NJ 07871

Credentials

CFP®, Series 66

Industry experience

10 years

About

Nuri Gunes Jr. is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at NewEdge Advisors, LLC and SagePoint Financial, Inc. He has operated Elite Retirement Consultants LLC, where he also serves as an agent for long-term care, health, life, and disability insurance products. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, and institutions, offering a range of advisory and brokerage services supported by an in-house research team that designs model portfolios and alternative strategies. The firm’s platform accommodates various investment approaches and combines advisory operations with insurance and credit services.

Client services

Based on Newedge Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Occupation focus

Based on Newedge Advisors

Founder/Business Owner Executive

Fee options

Fixed

Flat fees up to $200,000 for financial planning services; business consulting fees negotiable (hourly, project, contingent)

Percentage

$25,000 - $1,000,000: 2.25% of assets $1,000,001 - $2,000,000: 2.00% of assets Over $2,000,000+: 1.75% of assets $25,000 - $500,000: 2.25% of assets $500,001 - $1,000,000: 2.00% of assets $1,000,001 - $2,000,000: 1.75% of assets Over $2,000,000+: 1.50% of assets First $50,000 - $50,000: 2.50% of assets Next $200,000 - $250,000: 2.25% of assets Next $250,000 - $500,000: 2.00% of assets Next $500,000 - $1,000,000: 1.75% of assets Over $1,000,000+: 1.50% of assets $10,000 - $999,999: 1.75% of assets $1,000,000 - $1,999,999: 1.50% of assets $2,000,000 and over+: 1.25% of assets $100,000 - $1,000,000: 2.75% of assets $1,000,001 - $2,000,000: 2.50% of assets Over $2,000,000+: 2.25% of assets $100,000 - $1,000,000: 2.00% of assets $1,000,001 - $2,000,000: 1.75% of assets Over $2,000,000+: 1.50% of assets $1,000,000 - $25,000,000: 1.00% of assets $25,000,001 - $50,000,000: 0.40% of assets Over $50,000,000+: 0.25% of assets $1 - $50,000: 2.00% of assets $50,001 - $250,000: 1.75% of assets $250,001 - $500,000: 1.50% of assets $500,001 - $1,000,000: 1.25% of assets $1,000,000 and over+: 1.00% of assets

Commissions

Commissions earned through sales of mutual funds and insurance products by affiliated broker-dealer and registered representatives

Project-based

$0 to $500 per hour for consulting and planning services

Subscriptions

Subscription-based ongoing financial planning fees invoiced monthly, quarterly, or semi-annually

Other

Account minimum: $10,000 Fee-only: Flat fee up to $200,000 for financial planning; hourly fees $0-$500 per hour; subscription-based ongoing fees

Location

46 Wilson Drive

Sparta, NJ 07871

Most active in

New Jersey

Work history

NewEdge Advisors, LLC.

2025 - Present (1 year)

LPL Financial

2020 - Present (6 years)

Elite Retirement Consultants LLC

2015 - 2025 (10 years)

SagePoint Financial, Inc

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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