Richard Wells is a registered investment advisor at Wedge Capital Management LLP, based in Charlotte, NC, with 14 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 184 clients with $8.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
WEDGE offers multiple equity and fixed income strategies with varying fee schedules. Small Cap equity fee is 0.80%. Quantitative and fixed income strategies use tiered schedules starting between 0.10% and 1.00%. Fees are negotiable on a case-by-case basis.
Fee Estimator
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.
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Learn about disclosures →Employment History
Current Registrations
Wedge Capital Management LLP
State Registrations1 state
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Exams
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