Better Portfolios. Better Advice. Better Fees.
Wedmont provides sophisticated investors with private wealth management services in a new and novel way.
*Wedmont serves investors with assets in excess of $750,000
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The traditional model of Private Wealth Management is broken. So we created a better way.
We are award-winning advisors who specialize in private wealth management for high-net-worth investors and families.
What We Do
Private Wealth Management built for tomorrow.
Real benefits for you.
Traditional advisors charge a percentage of your portfolio each year. This "assets under management" (AUM) model penalizes successful investors and destroys value.
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?
*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. Data available upon request.
Who We Serve.
Growth Equity Investor
Menlo Park, CA
Portfolio Managers, general partners, and family offices who need access to an institutional caliber product shelf without AUM advisory fees.
Brendan and Jesse G.
Attorney and cardiologist
Peter and Catie H.
Clinical Stage Biotech
Forward thinking companies who wish to offer cost effective and compelling benefit packages to their most valuable employees.
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.