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Michael Wilder

Raymond James & Associates, INC.
27 Years of Experience
Bluffton, SC
1 DisclosureBroker
View SEC Summary
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Michael Wilder is a registered investment advisor at Raymond James & Associates, INC., based in Bluffton, SC, with 27 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

28 Promenade St., Bluffton, SC, 29910

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is a member of the finance council for St. Gregory the Great church, dedicating minimal time. He is also a partner in CSWAG, LLC, a rental real estate business, and serves on the Investment Committee for the Diocese of Charleston, dedicating a few hours per week to each.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2008 - Present · 17 yrs 11 mos
Raymond James & Associates, INC.Broker
November 2008 - Present · 17 yrs 11 mos
Previous Registrations
Wachovia Securities, LLC
December 2004 - November 2008 · 3 yrs 11 mos
Wachovia Securities, LLCBroker
December 2004 - November 2008 · 3 yrs 11 mos
Citigroup Global Markets INC.
August 2000 - December 2004 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
June 2000 - December 2004 · 4 yrs 6 mos
J.C. Bradford & CO.Broker
January 1999 - June 2000 · 1 yr 5 mos
State Registrations37 states
ALAZCACOCTDEFLGAIAIDILINKYMAMDMEMIMNNCNHNJNMNVNYOHOKORPARISCTNTXVAWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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