Wedgewood Partners is an investment advisory firm specializing in large-cap growth stock strategies. The firm primarily manages client portfolios through third-party investment programs, wrap-fee programs, and as a sub-advisor to mutual funds. Wedgewood Partners focuses on investing in a concentrated group of approximately 20 profitable companies chosen through rigorous qualitative and quantitative analysis. While the firm typically works with high-net-worth individuals, pensions, foundations, and mutual funds, it usually interacts with end-clients through third-party sponsors or investment management consultants rather than directly. Clients have the opportunity to place reasonable restrictions on the types of investments made on their behalf, though Socially Responsible Investment screens are not provided. Wedgewood Partners also offers pension consulting services for retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees and account minimums may be negotiable. Advisory fees may vary based on account size, related services, and relationship length.