Douglas Wilde is a registered investment advisor at Wilde Capital Management, LLC, based in Cleveland, OH, with 28 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 47 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $700K | 1.00% |
| $700K+ | 1.00% |
Fees are generally negotiable. Qualified Clients will pay an annual fee of 1% of assets under management along with a 10% performance fee measured against the Hedge Fund Research HFRI Equity Hedge Total Return Index.
Fee Estimator
Location
East 9th Street, Suite 750, Cleveland, OH, 44114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Douglas is a registered analyst with Cirrus Research, LLC, focusing on investment research and portfolio construction, dedicating a few hours per week. He is also a Managing Partner at Wilde Capital Management, LLC, a registered investment advisor.
Employment History
Current Registrations
Wilde Capital Management, LLC
Previous Registrations
Conscious Capital Wealth Management, LLC
Cirrus Research, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.