Wildes Financial Strategies, Inc is a small investment advisory firm based out of Georgetown, SC. With a single office, the firm is committed to providing comprehensive financial solutions to its clients. Led by Jeffrey Wildes, one of the longest tenured registered advisors since 2017, the company boasts a team of six dedicated professionals, two of whom specialize in investment advisory services. With an average of $50,030,000 in assets under management per investment advisor, Wildes Financial Strategies, Inc maintains an industry-average position in terms of assets managed. Their compensation structure is flexible, encompassing a variety of options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, the firm's expertise shines through their experience in managing employer 401Ks and individual assets, accounting for approximately half of their assets under management. As a discretionary asset manager, Wildes Financial Strategies, Inc has full authority to make investment decisions on behalf of their clients, ensuring a seamless and efficient investment process. They proudly serve a diverse clientele, boasting a client base of over 330 individuals who entrust the firm with more than $100,063,000 in assets under management. Driven by a commitment to exceptional financial strategies and client satisfaction, Wildes Financial Strategies, Inc strives to deliver personalized investment solutions tailored to each client's unique goals and objectives. With their deep industry knowledge and dedication to providing comprehensive financial guidance, the firm remains a trusted partner for individuals and employers seeking expert advisory services.