Advisor at Wildes Financial Strategies, Inc
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Firm
Wildes Financial Strategies, Inc
Location
Georgetown, SC 29440
Credentials
PFS™
Industry experience
2 years
Manuel Salazar is a financial advisor at Wildes Financial Strategies, Inc with the PFS™ designation and two years of industry experience. He has been with Wildes Financial Strategies since 2023 and has served as a professor of accounting and finance at William Jessup University since 2011, teaching undergraduate and graduate courses remotely. 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 offers ongoing portfolio management along with financial planning and consulting services.
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
Wildes Financial Strategies, Inc
2023 - Present (3 years)
Jessup University
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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