Wild Iris Financial is a registered investment advisor located in St. Petersburg, Florida. Founded in 2026, the firm provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Wild Iris Financial creates a personalized Investment Policy Statement for every client to guide asset allocation, asset selection, and regular portfolio monitoring. The firm's investment advice generally covers mutual funds, fixed income securities, real estate funds including real estate investment trusts, equities, exchange-traded funds, and non-U.S. securities. In addition to managing investments, Wild Iris Financial offers financial planning and consulting covering investment planning, life insurance needs, tax concerns, retirement planning, college savings, and debt or credit management. Wild Iris Financial serves individuals and high-net-worth individuals, requiring an account minimum of $250,000 which may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are generally negotiable. The firm has an account minimum of $250,000, which is extended down to $0 for the fee schedule coverage.