Robert O'dell is a CFA-designated registered investment advisor at Wedge Capital Management LLP, based in Charlotte, NC, with 19 years of industry experience. Robert 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wedge Capital Management LLP
Previous Registrations
Fred Alger & Company, LLCBroker
Nylife Distributors LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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