Stephen Wilde is a registered investment advisor at Glass Wealth Management CO., LLC, based in San Antonio, TX, with 26 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 367 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable on amounts in excess of $25 million. Fixed Income, Mutual Funds and Exchange Traded Funds may be charged up to 0.35% on the first $5 million and 0.25% on amounts over $5 million. An additional 0.25% is charged specifically for the Total Asset Management Service for any one client having less than $25MM in assets under management with Glass Wealth Management.
Fee Estimator
Location
1020 NE Loop 410, Suite 802, San Antonio, TX, 78209-1544
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is the President of Wilde Properties, Inc., a real estate management entity, since 2010, dedicating a few hours per week. He is also the President of SBW Management, Inc. and Fredericksburg Development, Inc., both non-investment entities, spending a few hours per week on each.
Employment History
Current Registrations
Glass Wealth Management CO., LLC
Previous Registrations
Glass Management Company
State Registrations2 states
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