Wiregrass Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$129,906,438
This total excludes 19 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
312
38% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
312
Average account size
$416,367
About
Wiregrass Asset Management provides wealth management, discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm generally charges percentage‑of‑AUM fees for portfolio management and manages both discretionary and non‑discretionary accounts.
The firm follows a fundamental, value‑oriented approach implemented through proprietary model portfolios that primarily use mutual funds, dimensional funds, ETFs, and individual stocks and bonds, with a generally long‑term focus while allowing shorter‑term trading for rebalancing or client needs. Wiregrass conducts ongoing monitoring and delivers periodic reports on holdings, allocations, and performance and may include performance results in client materials.
Wiregrass is notable for managing a relatively large number of client relationships for a single advisory principal (roughly 312 clients) and for sponsoring a wrap fee program that bundles trading costs with advisory fees. The brochure also discloses the firm’s institutional relationship with LPL Financial and that its advisory personnel are registered representatives and licensed insurance professionals—arrangements the firm notes can affect custody, execution options, and potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Financial planning services fixed fee up to $1,500
0.50% to 1.50% annually (range based on factors including asset size, complexity, and relationship)
Advisory Persons receive commissions as registered representatives of LPL Financial and as insurance agents; separate and in addition to advisory fees
Account minimum: $150,000 Fee-only: Financial planning services fixed fee up to $1,500, negotiable based on complexity
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Wiregrass Asset Management
317 Kern Street
Thomasville GA 31792, United States
Number of offices
1
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