Wildes Financial Strategies provides financial planning and consulting services, including ongoing financial planning with quarterly or annual reviews. They also offer a wrap fee portfolio management program where advisory services and brokerage execution are bundled for a single fee. Wildes Financial Strategies primarily advises on equities, bonds, mutual funds, closed-end funds, annuities, and exchange traded funds.
Assets Under Management$120M
Clients386
Advisors3
Avg. per Client$300K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management (also available separately)
Wildes Financial Strategies offers a wrap fee program where your advisory fee includes both investment management and transaction costs. Details on the wrap fee program can be found in Appendix 1 of their brochure.
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