Wedmont Private Capital manages individually tailored investment portfolios and provides ongoing financial planning services. The firm focuses on passive investment management utilizing modern portfolio theory, index mutual funds, and exchange-traded funds. Services include developing personalized financial plans covering net worth, cash flow, insurance, retirement, college, and estate planning, alongside continuous portfolio supervision. Wedmont Private Capital also offers the use of third-party outside managers for specialized portfolio strategies, including direct indexing and select long/short strategies for qualified accounts. The firm primarily serves high-net-worth individuals, families, and business owners, and requires a minimum account size of $1,000,000 in investable assets, which is negotiable in certain circumstances.
Fee Structure
Wedmont Private Capital charges a flat quarterly fee of $3,750, which equals $15,000 per year, for ongoing financial planning combined with investment management services. Investment management is included at no additional fee as part of this ongoing service. Fees are paid quarterly and may be negotiable in certain cases.