Sarah Wylde is a CFP-designated registered investment advisor at Ferguson Shapiro LLC, based in Decatur, GA, with 5 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 358 clients with $360M 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 - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable with each client. For short-term/legacy accounts, the fee is 0.10% annually.
Fee Estimator
Location
120 N Candler St, #2, Decatur, GA, 30030
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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.
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Sarah owns Sarah Wylde CPA LLC, a tax preparation business, since May 2024. She spends minimal time on this activity during securities trading hours, and about 10-20% of her time seasonally.
Employment History
Current Registrations
Ferguson Shapiro LLC
State Registrations2 states
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