Assets Under Management
$539.7M
Number of Clients
399
Number of Advisors
4
Average Client AUM
$1.4M
AUM per Advisor
$134.9M
Compensation
Fee-Only (AUM)
Wedgewood Partners, Inc. (WPI) is a Large Cap Growth (LCG) securities manager. They offer portfolio management services through third-party investment programs and as a sub-adviser to investment companies. WPI focuses on concentrated portfolios of approximately 20 companies.
| Assets Under Management | 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 in certain circumstances.
9909 Clayton Rd, Suite 103, St Louis, MO, 63124-1120