Pedicord Wealth Management creates and manages investment portfolios based on clients' individual needs and goals. They offer financial planning services covering retirement, risk management, tax strategies, and estate transitions. Pedicord may recommend third-party asset managers to help clients achieve specialized goals. The firm manages client accounts on a discretionary or non-discretionary basis.
Assets Under Management$81M
Clients85
Advisors1
Avg. per Client$960K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be negotiable for accounts over $10,000,001. When appropriate, Pedicord may suggest that some or all of your assets be placed with subadvisors or third-party asset managers who charge their own advisory and/or platform fees. Those fees, which are in addition to our advisory fees listed above, generally range from .09% to 1.05%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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