Thomas Francis Ginty

CFP

Wedmont Private Capital

14 Years of Experience

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Firm Information

Wedmont Private Capital

Compensation

Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

391 clients

Average Client Portfolio

$6.1M average

Assets Under Management

$2.4B

Fee Structure

Financial Planning:Included in AUM fee

Financial Plan Fee:$12,500

The firm charges $3,125 per quarter ($12,500 per year) for ongoing financial planning services, which includes investment management at no additional cost. If a third-party manager is engaged, they may charge a separate fee. Fees may be directly debited from client accounts. The minimum account size is $1,000,000 in investable assets, but this is negotiable in some cases.

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Areas of Practice

Financial Planning & CoachingInvestment ManagementHigh Net Worth

Advisor Information

Office location

26 South Church Street, Suite 1A, West Chester, PA, 19382

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Regulatory History

Clean regulatory record

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.