Pedicord Wealth Management offers continuous investment advice and portfolio management tailored to each client's specific goals, time horizon, risk tolerance, and liquidity needs. Pedicord Wealth Management works with clients on a discretionary or non-discretionary basis, meaning the firm can make trades on your behalf or ask for your approval first. In addition to managing portfolios using mutual funds, exchange-traded funds, and legacy positions, Pedicord Wealth Management may occasionally recommend third-party asset managers to help achieve specialized investment goals. Pedicord Wealth Management also provides financial planning services covering pre-retirement, post-retirement, risk management, tax strategies, estate transitions, and cash flow analysis. Dawn Pedicord is the founder and owner of the firm, holding the Certified Financial Planner designation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.