Christopher Wilde
Christopher Wilde is a registered investment advisor at Glass Wealth Management CO., LLC, based in San Antonio, TX, with 10 years of industry experience. Christopher 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
1020 NE Loop 410, Suite 802, San Antonio, TX, 78209-1544
Get directionsHistory
Regulatory History (1)
Regulatory
September 2024Other Business Activities
Christopher is the Vice President of SBW Management, Inc. and Fredericksburg Development, Inc., spending about 10-20% of his time on each. He is also the managing member of LCJ, Group LLC, a real estate venture, dedicating minimal time to it.
Employment History
Current Registrations
Glass Wealth Management CO., LLC
State Registrations1 state
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
More Advisors
- January Smith, CFPJanus Financial Planning, LLC
- Claude Koontz, CFASequoia Financial Group, L.L.C.
- Jeffrey Dabbs, CFAKercheville Advisors LLC
- Douglas Schroeder, CFPWells Fargo Advisors
- Daniel Fuentes, CFP, ChFCUSAA Investment Services Company
- Lance Humphrey, CFAVictory Capital Management INC.