Sledge and Company Wealth Advisors provides wealth management and financial planning services. Investment advisory services are tailored to each client's needs and objectives, and are generally provided on a discretionary basis, meaning Sledge and Company can make changes to your investments without asking you first. Financial planning covers financial goals, cash flow, taxes, retirement, education, estate planning, and insurance.
Assets Under Management$160M
Clients87
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable and may be higher or lower based on the nature of the account. For assets over $10,000,001, fees are negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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