Ian Wild is a CFP-designated registered investment advisor at All-Pro Advisors LLC, based in Gibsonia, PA, with 9 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 116 clients with $55M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Contact
Ian Wild
Location
Gibsonia, PA
Get directionsHistory
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
Ian is an investment adviser representative for All-Pro Advisors LLC and Greenrose Wealth Management, LLC, spending nearly full-time providing investment advice, financial planning, and tax preparation services. Ian is also an operating partner in J Watson LLC, a real estate holdings company, dedicating minimal time to collecting rent and coordinating maintenance.
Employment History
Current Registrations
All-Pro Advisors LLC
Previous Registrations
Origin Financial
Hbks Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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