Wedmont Private Capital (WPC) offers financial planning and investment management services, working one-on-one with clients to develop and implement financial plans. WPC manages investment portfolios based on individual client needs and goals, considering factors like risk tolerance and tax implications. They may also recommend third-party managers. WPC primarily uses passive investment management strategies, building portfolios with index mutual funds or exchange-traded funds.
Fee Structure
Wedmont Private Capital includes investment management services as part of its ongoing financial planning service. Clients pay a fixed quarterly fee of $3,125 ($12,500 per year) which covers both financial planning and investment management. If WPC engages a third-party manager, that manager may charge a separate fee in addition to WPC's fee.