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.
We believe the equation for successful investing is simple:
Comprehensive
Advice
Tax Efficient
Portfolios
Lower
Fees
Better
Results
our story
The traditional model of Private Wealth Management is broken
So we created a Better Way.
Founded by Credit Suisse and Vanguard alums, Wedmont was built on the belief that successful investors deserve better from their financial advisors.
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 credentialed flat fee financial advisors to learn more.
A letter from our founders
Letter from our Founders
Since our founding in 2020, we have been on a mission to transform the private wealth management industry. The traditional model of wealth management for high-net-worth investors is broken: A myriad of conflicts of interest, poorly-designed investment portfolios, little to no financial planning, and exorbitantly high fees. At Wedmont, our goal is to provide an experience and outcome that surpasses what you could achieve at other wealth managers, all for a fixed-flat-fee that is fair and does not increase with the size of your portfolio.
Because the truth is, the size of your portfolio reflects your success, not ours. You have saved diligently, started a successful business, or achieved professional success because of your own efforts. But under the traditional business model you are forced to pay for wealth management services in a way that most closely resembles a wealth tax. Pay more because you have more, regardless of whether you are receiving additional value, service, or results.
Wedmont believes successful investors need and deserve high-quality advice. We follow a rigorous, data-driven process to plot a successful path for your family’s financial future, coupled with a customized investment portfolio designed to be optimized for taxes and fees. But unlike most of our competitors, we charge a single fixed-flat-fee, inclusive of all of our services.
Our team of incredible professionals have been the driving force behind our success. The founding of Wedmont was premised on an idea, but it is the expertise and care of our team who bring it to life on behalf of our clients. We are privileged to have such a talented group of individuals onboard, and they will work tirelessly for you and your family.
We look forward to partnering with you and helping your family maintain financial success.
Sincerely,
Dominic Corabi
Co-Founder
James Pelletier
Co-Founder
What we do
Private Wealth Management built for tomorrow
No AUM fees
Our flat-fee is dramatically lower than peers. Based on industry averages*, we save an investor with $5,000,000 nearly $30,000 per year.
Disciplined approach
Invest like the world’s most sophisticated investors using a proven and cogent approach to portfolio construction.
Financial planning guidance
Your CFP or JD/LLM credentialed advisor works closely with you to develop a comprehensive financial plan. And because we serve as fiduciaries at all times you can be confident our advice is always in your best interest.
Modern client experience
Simple, intuitive technology and white-glove service will change how you work with a financial advisor.
Testimonial
“My wife and I have been delighted with our decision to select Wedmont as our financial advisor. We are receiving Goldman level of service at Vanguard pricing. The flat fee brought us to Wedmont, but the service keeps us there.”
Thomas, Florida**
Wedmont Client
* 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 $12,500 would save the average $5,000,000 portfolio $29,500. Source: https://www.advisoryhq.com/articles/financial-advisor-fees-wealth-managers-planners-and-fee-only-advisors/#Investment-Management-Fees
**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.
Wedmont by the numbers
Wedmont is the largest fixed-flat-fee firm servicing high-net-worth clients across the country.
$12,500
Wedmont's fixed flat fee
$2.3B
Assets Under Management
$1M - $50M
Typical Client Portfolio
39
States
The results
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?
Enter your details to see how much incremental wealth Wedmont could create for you:
Account Value
Average Annual return
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.
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.
OUR CLIENTS
Who we serve
Wedmont provides comprehensive financial advice and services to high-net-worth investors to help them navigate their financial futures.
Professional Investors
High-Income Earners
Successful Retirees
Endowments
Professional Investors
PMs, GPs, and family offices who need access to an institutional caliber product shelf and unconflicted advice on comprehensive wealth planning topics.
High-Income Earners
Successful individuals in need of professional assistance managing and planning for their financial assets.
Successful Retirees
Former leaders in their fields who wish to maximize the impact of their assets.
Endowments
Professionally managed not-for-profit organizations that want a disciplined, responsive, and low-cost approach to portfolio management.
Insights
August 30, 2024
August Update
August 5, 2024
Market Volatility – Special Update
July 31, 2024
July Update
Schedule a confidential introductory discussion
Join us and experience the Wedmont difference
**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.