Wiedower Capital, LLC offers investment management services through separately managed accounts. Wiedower Capital uses fundamental analysis to find undervalued securities, focusing on U.S. and Canadian companies, but may invest in other countries and cryptocurrencies. All client accounts follow the same investment strategy. Wiedower Capital aims to outperform broad stock market indexes over 5-10+ years. Advisory services are not tailored, and clients cannot impose investment restrictions.
Assets Under Management$3M
Clients7
Advisors1
Avg. per Client$430K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 2.00% |
| $25.0M - $50.0M | 1.50% |
| $50.0M - $75.0M | 1.00% |
| $75.0M - $100.0M | 0.75% |
| $100M+ | 0.50% |
Qualified clients pay a discounted management fee and a performance-based fee of 20% of profits exceeding 7% annually. Management fees and performance fees are generally not negotiable, but may be waived or modified at Wiedower Capital's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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