Wedgewood Partners, INC.
Assets Under Management
$539.7M
Number of Clients
399
Number of Advisors
4
Average Client AUM
$1.4M
AUM per Advisor
$134.9M
Compensation
Fee-Only (AUM)
About This Firm
Wedgewood Partners, Inc. (WPI) is an investment adviser specializing in Large Cap Growth (LCG) securities. They offer portfolio management services through third-party investment programs and as a sub-adviser to investment companies. WPI focuses on concentrated portfolios of approximately 20 unusually profitable companies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
WPI is compensated through AUM-based fees. The standard fee schedule is 1.50% on the first $1,000,000, 1.25% on the next $1,500,000, 1.00% on the next $2,500,000, and 0.75% on any amount over $5,000,000. Fees and account minimums may be negotiable in certain circumstances. Account minimums are $1,000,000 AUM unless affiliated with a third-party, in which case they range from $100,000 and are negotiable.
Areas of Practice
Location
9909 Clayton Rd, Suite 103, St Louis, MO, 63124-1120