Stephen Wilde is a registered investment advisor at Glass Wealth Management CO., LLC, based in San Antonio, TX, with 26 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 367 clients with $310M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Rates shown are for equities and represent maximums. Fixed income, mutual funds, and exchange-traded funds are charged up to 0.35% on the first $5 million and 0.25% on amounts over $5 million. Fees are negotiable on amounts over $25 million. Total Asset Management service adds an extra 0.25% for clients with less than $25 million in assets.
Fee Estimator
Location
PO Box 6169, San Antonio, TX, 78209
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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
Stephen is the President of Wilde Properties, Inc., a real estate management entity, since 2010, dedicating a few hours per week. He is also the President of SBW Management, Inc. and Fredericksburg Development, Inc., both non-investment entities, spending a few hours per week on each.
Employment History
Current Registrations
Glass Wealth Management CO., LLC
Previous Registrations
Glass Management Company
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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