Ledgewood Wealth Advisors, LLC

Ledgewood Wealth Advisors, LLC is an investment adviser specializing in providing portfolio management services and financial planning to individuals, trusts, estates, corporations, and business entities. Established in 2000, Ledgewood offers tailored investment advisory services based on client objectives and risk tolerance. The firm's fee structure includes a percentage of assets under management, hourly charges, and fixed fees. For investment advisory services, fees range from 1.50% to 0.40% based on account size, billed quarterly. Financial planning services are offered at hourly rates ranging from $100 to $250 or fixed fees from $3,000 to $15,000. Ledgewood exercises investment discretion with limited power of attorney, allowing them to execute trades on behalf of clients. Clients may authorize fee debiting from their accounts, and Ledgewood does not participate in performance-based fees. Ledgewood's investment strategies include fundamental analysis and a variety of securities, actively monitored for diversification and risk levels. Ledgewood does not receive commissions for selling securities and does not vote proxies on behalf of clients. Ledgewood's Supervised Persons, led by Robert L. Wofchuck and Lawrence E. Sarkozy, maintain professional certifications and have no disciplinary disclosures. Supervision is conducted by Robert L. Wofchuck through regular meetings and reviews of client reports and transactions.