Wedgewood Partners Review


Trust Score 84%
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Wedgewood Partners, federally registered in 1988, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 5 advisors. Wedgewood Partners manages $3 billion and provides investment advisory services for 1,386 clients (1:278 advisor/client ratio).

Wedgewood Partners requires a $1,000,000 minimum investment and charges a blended rate between 1.50% and 0.75% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 30 years

Considerations


  • There is only one licensed advisor for every 278 clients (industry average 1:50)
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $3 billion
Average Account AUM $1,889,131
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $15,000
Advisor / Client Ratio 1:278
Headquarters ST Louis, MO
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.50%
$1,000,001 to $2,500,000 1.25%
$2,500,001 to $5,000,000 1.00%
$5,000,001+ 0.75%


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