Wildes Financial Strategies is a registered investment advisor based in Georgetown, South Carolina, offering comprehensive financial planning, consulting, and portfolio management. The firm manages investment portfolios primarily through a wrap fee program, combining investment advisory services and brokerage execution through custodians like Charles Schwab and Raymond James. Their investment philosophy utilizes various analytical methods, including technical analysis, fundamental analysis, and Modern Portfolio Theory, tailoring portfolios to individual client objectives. Services span retirement planning, tax planning, estate analysis, insurance reviews, education funding, and business planning. Wildes Financial Strategies caters to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. Associated individuals may also act as licensed insurance agents, presenting a potential conflict of interest regarding commission-based insurance sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
When negotiated as a percentage of assets, the fee may range up to 1.00% of portfolio or plan assets, payable quarterly in advance or in arrears. Fees are negotiable in the firm's sole discretion.