Wedgewood Investors INC

Fee-Only (% of Portfolio)

Wedgewood Investors manages a variety of investment portfolios, from aggressive to conservative, to meet individual client needs. They use a top-down investment approach, analyzing economic trends and interest rates. For stocks, they focus on underlying value, cash flow, and market presence. For fixed income, they consider inflation, interest rates, and the client's tax situation and risk tolerance. They manage assets on a discretionary basis.

Assets Under Management$200M
Clients265
AdvisorsN/A
Avg. per Client$760K
Avg. per AdvisorN/A

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Wedgewood Investors INC | TrueAdvisor