Edward R. Wildman, CPA, LLC (ERW) offers investment supervisory services, managing client accounts through independent registered investment advisors (sub-advisors). ERW works with clients to determine an appropriate investment strategy based on their individual needs and circumstances, including risk tolerance and time horizon. ERW also offers seminars to educate people on investing fundamentals. ERW may offer advice on various investments including syndicated partnerships, generally from a tax perspective.
Assets Under Management$31M
Clients12
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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