Advisor at Wildes Financial Strategies, Inc
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Firm
Wildes Financial Strategies, Inc
Location
Georgetown, SC 29440
Credentials
CFP®, Series 63, Series 66
Industry experience
26 years
Jeffrey Wildes is a CFP® professional with 26 years of industry experience, currently serving at Wildes Financial Strategies, Inc. since 2012. He previously worked with Raymond James Financial Services from 2012 to 2017. Outside of advising, he co-manages a family-owned property through a partnership. Wildes Financial Strategies provides investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm manages approximately $117 million in discretionary assets across about 360 client accounts and sponsors its own wrap-fee program, employing a mix of technical and fundamental analysis along with modern portfolio theory in client portfolio management.
Based on Wildes Financial Strategies, Inc
Based on Wildes Financial Strategies, Inc
Fixed fees up to $10,000, payable 50% in advance and remainder upon completion; ongoing financial planning fixed fees negotiated and payable quarterly
Up to 1.00% of portfolio/plan assets payable quarterly in advance or in arrears
Commission-based compensation for insurance products sold by licensed insurance agents affiliated with the firm
Hourly fee of $400 per hour
Fee-only: Hourly fee of $400/hour; Fixed fees up to $10,000 (negotiable and may exceed $10,000 in complex cases); Percentage of asset fee up to 1.00%
625 Church St.
Georgetown, SC 29440
South Carolina · Texas
Wildes Financial Strategies, Inc.
2017 - Present (9 years)
The Terrace At Screven, Llc
2016 - Present (10 years)
Wildes Financial Strategies, Inc.
2012 - Present (14 years)
Raymond James Financial Services Advisors Inc.
2012 - 2017 (5 years)
Raymond James Financial Services, Inc.
2012 - 2017 (5 years)
WILDES Properties, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®
Georgetown, SC
Mavericus Retirement Services LLC
Series 63, Series 65
Georgetown, SC
Winyah Financial Services, LLC
Series 63, Series 65
Pawley's Island, SC
Abbot Financial Management, Inc.
Series 65
Georgetown, SC
Wildes Financial Strategies, Inc
Series 65
Pawleys Island, SC
Hardwick Capital Management, LLC
PFS™
Georgetown, SC
Wildes Financial Strategies, Inc
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