Jeffrey Wildes is a CFP-designated registered investment advisor at Wildes Financial Strategies, INC, based in Georgetown, SC, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 422 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
When negotiated as a percentage of assets, the fee may range up to 1.00% of portfolio or plan assets, payable quarterly in advance or in arrears. Fees are negotiable in the firm's sole discretion.
Fee Estimator
Location
625 Church St., Georgetown, SC, 29440
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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
Jeffrey is a partner with his sister in Wildes Properties LLC to manage property owned by their mother, dedicating minimal time. He also owns rental real estate through The Terrace at Screven, LLC, spending minimal time on this venture.
Employment History
Current Registrations
Wildes Financial Strategies, INC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.
Exams
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