Wedge Capital Management LLP
Assets Under Management
$7.7B
Number of Clients
223
Number of Advisors
23
Avg. Portfolio per Client
$34.3M
Avg. Managed per Advisor
$332.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
WEDGE Capital Management manages investment portfolios using value-oriented strategies for stocks and bonds. WEDGE aims to increase the value of client accounts, but doesn't generally consider individual client needs beyond the account itself. WEDGE can tailor its offerings to client-specified guidelines and restrictions. WEDGE primarily serves institutional investors and high net worth individuals.
Fee Structure
WEDGE Capital Management charges a percentage of your portfolio each year for managing your investments. The exact percentage depends on the type of investments and the amount you have invested. Here's a general overview:
- Traditional Value Equity Products:
- Small Cap: 1.00% on all assets
- Small/Mid Cap: 0.85% on all assets
- Large Cap, Mid Cap, Large Cap Expanded, Total Cap, Balanced: Fees range from 0.60% to 0.20% depending on the amount invested, with lower rates for larger portfolios.
- Quantitative Value Equity Products:
- QVM: Large Cap: Fees range from 0.50% to 0.30% depending on the amount invested, with lower rates for larger portfolios.
- QVM: Small/Mid Cap: Fees range from 0.60% to 0.40% depending on the amount invested, with lower rates for larger portfolios.
- Micro Cap: 1.00% on all assets
- Enhanced Core Russell 1000: 0.10% on all assets
- Fixed Income: Fees range from 0.35% to 0.15% depending on the type of fixed income and the amount invested, with lower rates for larger portfolios.
WEDGE may also negotiate fees on a case-by-case basis.
Areas of Practice
Location
301 South College Street, #3800, Charlotte, NC, 28202-6002