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Seth Liskey

Advisor at Newedge Advisors

Updated today
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Firm

Newedge Advisors

Location

Staunton, VA 24401

Credentials

CFP®, Series 63, Series 66

Industry experience

21 years

About

Seth Liskey is a CFP® with 21 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior experience includes 15 years at Edward Jones and more recent roles at Middlebrook Wealth and various entities associated with NewEdge. Outside of his advisory work, he is a partner in Penthouse Studio LLC, a creative space for content production and brand presentations in Tbilisi, Georgia. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing a range of investment strategies with periodic rebalancing and regular reviews.

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

5 Middlebrook Ave

Staunton, VA 24401

Most active in

Nebraska · Texas · Virginia

Work history

NewEdge Advisors

2024 - Present (2 years)

NewEdge Securities Inc

2024 - Present (2 years)

Middlebrook Wealth

2023 - 2024 (1 year)

BCS Holdings LLC

2021 - 2022 (1 year)

SLFS, LLC

2020 - 2024 (4 years)

Freedom Street Partners

2020 - 2024 (4 years)

Raymond James Financial Services Advisors, Inc.

2020 - 2024 (4 years)

Raymond James Financial Services, Inc.

2020 - 2024 (4 years)

BCS Holdings, LLC

2020 - 2024 (4 years)

TBSL, LLC

2020 - 2021 (1 year)

Edward Jones

2005 - 2020 (15 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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