Wedge Capital Management Llp

CRD#106234
Investment Advisor Firm

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Learn more about Wedge Capital Management Llp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Wedge Capital Management Llp is located at 301 South College Street, Charlotte, NC. The firm employs 22 financial advisors to manage client portfolios and provide financial guidance. Wedge Capital Management Llp is not a registered broker-dealer.

    Wedge Capital Management Llp oversees $7.6 billion in assets under management across 234 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to a diverse range of investors, including retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, and corporations. Pension plans represent the largest client type by accounts. The fee structure at Wedge Capital Management Llp is asset-based. The firm has 9 high net worth clients.

    Wedge Capital Management Llp is registered in the states of Florida, Georgia, New York, and North Carolina.

    Assets Under Management

    $7.6 billion

    Number of Advisors

    22

    Disclosures

    No

    Office Location

    301 South College Street
    Charlotte, NC 28202-6002

    Wedge Capital Management Llp by the Numbers

    Total Assets Under Management

    $7.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    26

    National Average: 64
    Total Number of Accounts

    234

    National Average: 375,227
    Average Account Size

    $32.4 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advisory services largely vary depending on the services offered. Fees charged by Wedge Capital Management Llp typically consist of the following fee type: asset-based.Wrap fee programs, or the practice of bundling services for a single fee, are provided by Wedge Capital Management Llp.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a broad range of investors. It caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, and corporations. Out of its 7 clients, Wedge Capital Management Llp's largest client type by number of accounts is pension plans, although it also manages money for 9 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 3.85%
    • Other Individuals - 8.12%
    • Corporations - 75.21%
    • Charitable Organizations - 12.82%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Wedge Capital Management Llp does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Wedge Capital Management Llp

    Christopher Lewis
    Charlotte, NC
    Chelsea Charette
    Charlotte, NC
    Gavin Graham
    Charlotte, NC
    Aaron Koscheski
    Charlotte, NC
    Russell Albers
    Charlotte, NC
    Jonathan Souza
    Charlotte, NC
    Richard Wells
    Charlotte, NC
    Robert O'Dell
    Charlotte, NC
    Chantal Decker
    Charlotte, NC

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