FEES

Flat fee. Full transparency.

* In especially complex cases, we reserve the right to charge different entities (for example, a family foundation) a separate fee.

HOW OUR FLAT FEE WORKS

A better way for HNW investors to pay for sophisticated financial advice.

We assess an annual fee of $12,500 per year, paid quarterly. One fee covers an entire household, there are no limits on the number of accounts or the size of the portfolio.*

And because we serve as fiduciary, fee-only advisors, we receive no commissions, kick-backs, sales charges, or placement fees. Our responsibility is to you. And only you.

The Truth About Financial Advisor Fees

How much did you pay your advisor last year?

Traditional Wall Street money managers have mastered the art of cloaking their fees in obfuscation.

Rather than charging you a specific amount of money, they charge you a percentage of the value of your assets. Advisors refer to these assets under management fees (AUM) in terms of “basis points” or “bips,” and these seemingly small numbers are destroying your wealth.

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Are AUM fees destroying your wealth?

Stop buying your advisor a BMW. Every year

For many HNW investors their largest discretionary expense is the fee they pay their advisor.

AUM fees look a lot like taxes

Paying more simply because you have more is a business model shared only with the IRS.

Fees should reflect value

For many HNW investors their AUM fees have no relationship to the amount of work their advisor is doing, or the value their advisor is providing.

Industry average AUM fees

How do your fees compare?

Traditional money managers are trained to avoid discussing how much money they’re charging you. But consider the true costs of those AUM fees – how do yours compare?

Investable Assets	$2,000,000	$5,000,000	$10,000,000	$20,000,000
Average Fees (%)	0.91%	0.84%	0.69%	0.65%
Average Fees ($)	$18,200	$42,000	$69,000	$130,000

Source: https://www.advisoryhq.com/articles/financial-advisor-fees-wealth-managers-planners-and-fee-only-advisors/#Percentage-AUM

The results

Real financial benefits for you

Enter your details to see how much incremental wealth Wedmont could create for you:

Account Value

Average Annual return

Select an option

10%

Ending Portfolio Value with AUM Fees

Ending Portfolio Value with Wedmont's Flat Fee

Wedmont Difference

*Chart shows the impact of fees over a 30 year period. Assumes no contributions or distributions. AUM fees are industry average, ranging from 1.02% to .65%. Wedmont’s fee is inflated at 3% annually for illustrative purposes only. The use of an 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.

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“Wedmont is truly an innovator in the delivery of financial advising services. We are confident we are getting the best unbiased advice and service in the market. And with their flat fee model, we are keeping more of our returns invested for further growth.”

Brian, Wedmont Client**

Massachusetts

"Wedmont has built me an excellent portfolio and my advisor has been incredibly patient with me. He has created multiple retirement simulations to really give me an idea of how and when I could retire. I highly recommend Wedmont without reservations."

Ramin, Wedmont Client**

Colorado

“My wife and I have been delighted with our decision to select Wedmont as our financial advisor. We are receiving Goldman level service at Vanguard pricing. The flat fee brought us to Wedmont, but the service keeps us there.”

Thomas, Wedmont Client**

Florida

“We were drawn to Wedmont by the extraordinary cost savings of their flat fee model; we've stayed because of the excellent personalized service. Their investment savvy has grown our nest egg while dramatically reducing our taxes on gains. Hiring Wedmont was a great decision that has us feeling calm and confident as we prepare for retirement and beyond.”

Katherine, Wedmont Client**

Massachusetts

“Our experience working with Wedmont has been fantastic. I’ve recommended Wedmont to so many of my friends and will continue to do so.”

Michael, Wedmont Client**

Virginia

“I spent a long time looking for financial advisors who provided comprehensive advice and planning, were accessible, were true fiduciaries, and didn’t charge fees based on the size of my portfolio. Wedmont met all my criteria, and the team have exceeded my expectations. I have full confidence in Wedmont and could not recommend them more highly.”

Elizabeth, Wedmont Client**

Pennsylvania

“My experience with Wedmont has been outstanding! My advisor is knowledgeable, professional, personable, and a good listener who understands my concerns and priorities. The advice has been thoughtful and balanced with both the short and long-term horizon in mind. I feel totally confident in my choice to use Wedmont.”

Philip, Wedmont Client**

New York

“We had self-managed for years, but frankly (and fortunately) our situation became too complex. After interviewing multiple advisors over a year, we ultimately chose Wedmont. They’ve offered a perfect blend of high touch service and investment guidance grounded in fact-based research, and do so for a fair and appropriate fee. We’re huge fans and deeply appreciative.”

Steven, Wedmont Client**

Florida

“The Wedmont team provides a great service. They are very knowledgeable and experienced in financial planning and investment management. I trust them whole heartedly. They give me peace of mind. I am so pleased with Wedmont that I continue to refer friends.”

Mark, Wedmont Client**

California

**This testimonial was provided by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.