Edward Wildman
Edward Wildman is a PFS-designated registered investment advisor at Edward R. Wildman, CPA, LLC, based in Port St Lucie, FL, with 18 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 12 clients with $31M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Location
Port St Lucie, FL
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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 ActivitiesSells Insurance
Edward is a shareholder in a dormant CPA firm, Johnson, Mattson & Wildman, PA, which stopped practicing in 2004 and has no investment industry involvement. Edward is also licensed as an insurance agent with the Florida Department of Insurance, covering Health and Life Insurance, including Variable Annuity.
Employment History
Current Registrations
Edward R. Wildman, CPA, LLC
State Registrations2 states
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