MS
PFS
MS
PFS

Manuel Salazar

2 Years of Experience

Manuel Salazar is a PFS-designated registered investment advisor at Wildes Financial Strategies, INC, based in Georgetown, SC, with 2 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 386 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
386 clients
Average Client Portfolio
$304K average
Assets Under Management
$117.2M

Fee Structure

Planning is included in investment management (also available separately)

Wildes Financial Strategies offers a wrap fee program where your advisory fee includes both investment management and transaction costs. Details on the wrap fee program can be found in Appendix 1 of their brochure.

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Location

625 Church St., Georgetown, SC, 29440

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Manuel is a professor of accounting and finance at William Jessup University, teaching online classes and providing part-time online leadership in the business school. He dedicates a significant amount of time during the fall and spring semesters, with minimal time commitment during the summer and semester breaks.

Employment History
Current Registrations
Wildes Financial Strategies, INC
February 2024 - Present · 2 yrs 2 mos
State Registrations1 state
SC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.