Wedgewood Partners (WPI) focuses on managing large-cap growth stocks. WPI primarily works through third-party investment programs and as a sub-advisor to investment companies like mutual funds. WPI does not typically interact directly with individual clients in its third-party programs, as those relationships are managed by the program sponsor or investment consultant. WPI concentrates its portfolios in a small number of companies and industries.
Assets Under Management$540M
Clients399
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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