We believe the equation for successful investing is simple:
Tax Efficient Portfolios
"Private Wealth Management for the Sophisticated Investor"
*Our flat fee financial advisors serve investors with assets in excess of $1,000,000 and provide private wealth management services in a new and novel way.
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We believe the traditional model of Private Wealth Management is broken. So we created a better way.
We are fiduciary and flat fee financial advisors who specialize in private wealth management for high-net-worth investors and families.
If you are looking to reach your financial goals and maximize your assets, connect with one of our CFP-credentialed flat fee financial advisors to learn more.
What We Do
Private Wealth Management built for tomorrow.
*Based on industry averages, a $5,000,000 portfolio is assessed a .84% assets under management ("AUM") fee, resulting in an annual fee of $42,000. Wedmont's flat fee of $10,000 would save the average $5,000,000 portfolio $32,000. Source: https://www.advisoryhq.com/articles/financial-advisor-fees-wealth-managers-planners-and-fee-only-advisors/#Investment-Management-Fees
Real financial benefits for you.
Traditional financial advisors charge a percentage of your portfolio each year. This "assets under management" (AUM) model penalizes successful investors and destroys value. This can particularly affect the assets of high net worth investors.
Even seemingly small AUM fees will significantly erode a portfolio's value over an extended time period. How many millions of dollars is your advisor costing you?
We are flat fee financial advisors that assess a fixed, flat, and fair fee that does not change based on your assets under management. Learn more about the damage AUM fees can cause and why they bear no relation to the value provided by a financial advisor.
*Chart shows the impact of fees on a $3,000,000 portfolio with an annualized return of 6.5% over a 30 year period. Assumes no contributions or distributions. AUM fees are industry average, ranging from .88% to .69%. Wedmont's fee is inflated at 3% annually for illustrative purposes only. The use of a 6.5% annualized return is in no way indicative of an actual return realized by a client. No guarantee of a return is implied or intended. All investing involves risk. Data available upon request.
Who We Serve.
Portfolio Managers, general partners, and family offices who need access to an institutional caliber product shelf without AUM advisory fees.
Former leaders in their fields who have transitioned to retirement and are seeking assistance with their investment management and estate planning.
Forward thinking companies who wish to offer cost effective and compelling benefit packages to their most valuable employees.
Wedmont provides comprehensive financial advice and services to high-net-worth investors to help them navigate their financial futures.
We begin our relationship with you by developing and in-depth understanding of your specific situation so we may construct a comprehensive financial plan tailored specifically for you. Our CFP-credentialed flat fee financial advisors take a holistic approach and possess expertise across a host of topics, including:
- Tax-Sensitive Investment Management & Investment Advisory
- Portfolio Construction
- Trust & Estate Planning
- Generational Wealth Transfer
- Charitable Strategies
- Retirement Planning
- Cash Flow Analysis and Optimization
- Tax Minimization
- Equity Compensation
- Social Security Strategies
Our clients make a difference.
Together with clients we are launching the careers of high-performing military veterans pursuing graduate degrees.
Through mentorship and career counseling we are opening the doors to careers in technology, private equity, consulting, and more.