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.
301 South College Street, #3800, Charlotte, NC, 28202-6002
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