Darrin Witt is a CFA-designated registered investment advisor at Wedge Capital Management LLP, based in Charlotte, NC, with 21 years of industry experience. Darrin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 223 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEDGE Capital Management's fees are based on a percentage of the assets they manage. The specific fees vary depending on the investment strategy. Here's a summary of the fee structure:
Traditional Value Equity Products:
- Small Cap: 1.00% of all assets
- Small/Mid Cap: 0.85% of all assets
- Large Cap, Mid Cap, Large Cap Expanded, Total Cap, Balanced: Fees range from 0.60% to 0.20% depending on the amount invested, with lower rates for larger portfolios.
Quantitative Value Equity Products:
- QVM: Large Cap: Fees range from 0.50% to 0.30% depending on the amount invested, with lower rates for larger portfolios.
- QVM: Small/Mid Cap: Fees range from 0.60% to 0.40% depending on the amount invested, with lower rates for larger portfolios.
- Micro Cap: 1.00% of all assets
- Enhanced Core Russell 1000: 0.10% of all assets
Fixed Income:
- Core: Aggregate, Core: Government Credit, Enhanced Core, Intermediate: Aggregate, Intermediate: Govt. Credit, LDI/Long Duration: Fees range from 0.35% to 0.15% depending on the amount invested, with lower rates for larger portfolios.
- Short Aggregate: Fees range from 0.30% to 0.15% depending on the amount invested, with lower rates for larger portfolios.
- Ultra-Short Aggregate: Fees range from 0.25% to 0.10% depending on the amount invested, with lower rates for larger portfolios.
Fees are calculated and paid quarterly, based on the market value of the account at the end of each quarter.
Location
301 South College Street, #3800, Charlotte, NC, 28202-6002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Darrin invests in single-family residential properties through DRW SFR, LLC since 2013. He spends minimal time identifying and purchasing properties for investment.
Employment History
Current Registrations
Wedge Capital Management LLP
State Registrations1 state
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