How does the advisor help clients – Key Takeaways:
In its years of experience, Wilde Capital Management, LLC has consistently provided top-notch financial management services to its clients. The firm prides itself on its commitment to providing customized solutions that cater to each individual client’s specific needs and goals.
The key takeaways of the firm’s services are:
- Expertise in financial management
- Customized solutions for clients
- Commitment to client’s needs and goals
Facts and Insights
Wilde Capital Management, LLC was founded in 2005 and has since been dedicated to delivering exceptional financial management services to individuals and businesses. The firm’s team of experienced advisors stays up-to-date with the latest market trends and developments to provide clients with informed investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 16 years |
Financial Services Offered
Wilde Capital Management, LLC offers a wide range of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Trusts
- Non-profit organizations
Fees & Compensation
Wilde Capital Management, LLC operates on a fee-only basis, meaning clients only pay a transparent and agreed-upon percentage of their assets under management as compensation for the firm’s services. This aligns the firm’s interests with that of its clients, ensuring that their goals and needs are always the top priority.
Background
The founder of Wilde Capital Management, LLC, John Wilde, has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and also holds other professional certifications, including the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).
Financial Advisor Disclosures to Know
As a reputable financial management firm, Wilde Capital Management, LLC prioritizes transparency and ensures all clients are aware of any potential conflicts of interest. The firm has no legal or disciplinary disclosures to report, indicating its commitment to ethical and professional conduct.