Wedmont Private Capital
Assets Under Management
$2.4B
Number of Clients
391
Number of Advisors
6
Average Client AUM
$6.1M
AUM per Advisor
$395.1M
Compensation
Fixed/Hourly
About This Firm
Wedmont Private Capital LLC provides ongoing financial planning with investment management services. They work with clients to develop and implement financial plans, monitor progress, and recommend changes. Investment management services are included at no additional cost to financial planning clients. They also offer the use of Third Party Managers, Outside Managers, or Sub-Advisors (TAMPs) for portfolio management services.
Fee Structure
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.
Areas of Practice
Location
26 South Church Street, Suite 1A, West Chester, PA, 19382