Wedgewood Investors INC
Assets Under Management
$201.4M
Number of Clients
265
Number of Advisors
2
Avg. Portfolio per Client
$760K
Avg. Managed per Advisor
$100.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Wedgewood Investors manages a variety of investment portfolios, from aggressive to conservative, to meet individual client needs. They use a top-down investment approach, analyzing economic trends and interest rates. For stocks, they focus on underlying value, cash flow, and market presence. For fixed income, they consider inflation, interest rates, and the client's tax situation and risk tolerance. They manage assets on a discretionary basis.
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement Planning
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Location
100 State Street, Suite 506, Erie, PA, 16507-1466