Ledgewood Wealth Advisors offers investment advisory services, including portfolio management and financial planning, to individuals, trusts, estates, corporations, and business entities. Ledgewood reviews each client's financial situation and recommends an asset allocation based on their investment objectives and risk tolerance, using equities, fixed income securities, cash, and alternative investments. Financial planning may include cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving planning, tax planning, and capital needs planning. Ledgewood tailors its services to each client's needs and may accept reasonable investment restrictions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable under certain circumstances.