Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEDGE's fees are based on a percentage of assets under management and are calculated quarterly in arrears. The specific fee schedule varies by product (Traditional Value Equity, Quantitative Value Equity, and Fixed Income). Fees may be negotiable on a case-by-case basis, considering factors such as mandate size and relationship history. The fees do not include brokerage commissions, custodial fees, interest, taxes, or other account expenses.
Areas of Practice
Advisor Information
Office location
301 South College Street, #3800, Charlotte, NC, 28202-6002
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bradley is the sole owner and participant in Horstmann Motorsports LLC, an amateur motorsport racing business, since 2014. He dedicates a few hours per week to this activity as an owner and driver.