Wilder Saint-Velus
Wilder Saint-Velus is a registered investment advisor at State Farm Investment Management CORP., based in Douglasville, GA, with 13 years of industry experience. Wilder operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
8517 Hospital Dr, Douglasville, GA, 30134-2433
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2020Regulatory
November 2018Other Business ActivitiesSells Insurance
Wilder owns and operates Wilder Saint-Velus Insurance Agency as an agent for State Farm, dedicating about half of their time to servicing customers and supervising employees. Wilder also owns Asureme LLC, holding personally held real estate, which requires minimal time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
Chase Investment Services CORP.Broker
State Registrations4 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.