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Featured Business Financial Advisor in Hilton Head Island, SC
Hilton Head Island Financial Advisors
WSG Advisors, LLC
1536 Fording Island Road, Suite 101
Hilton Head Island, SC 29926
(843) 837-8562
“Disciplined | Proactive | Strategic”
Advisor Profile
Name:  Robert Gardner CLU, ChFC®, RFC
Phone Number:  (843) 837-8562
Website:  Visit Website

About WSG Advisors, LLC

We at WSG Advisors, LLC desire to know and understand your financial objectives before providing you with the highest quality of information, services and products to help you reach your goals.

Our commitment to our clients is based on the relationship we form with them, both professionally and personally.

Our Mission Statement is simply the following:

In everything we do, we believe in challenging conventional wisdom in traditional wealth accumulation and distribution strategies.

In everything we do, we believe in challenging the thinking of the Administration and it?s strategies for taxing wealth in this country.

In everything we do, we believe in creating proven wealth strategies where cash flow generated from these strategies can be exempt from Federal Income taxes under the Internal Revenue Code.
 

General Information

Gender:    Male
CRD#:    2131726
SEC File#:    801-61989
Name of Custodial Firm:   
States Willing to do Business in:    Beaufort,Bluffton,Hardeeville,Hilton Head Island,Port Royal,Ridgeland,Saint Helena Island,Savannah,Seabrook,Tybee Island
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    30
 

Education

Academic Background
 
Attended Clemson University for three years. Left school to start a family.
 

Services

Investment Types:    Real Estate, International Investments, Bonds, Other, Stocks, Annuities, Alternative Investments, Bond Mutual Funds, Options, Stocks Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Chartered Financial Consultant, Series 65, Series 7, Chartered Life Underwriter, Series 6
 

Firm Information

Firm's Number of Clients:    115
Firm's Number of Planning Clients:    50
Firm's Number of Managed Clients:    45
Assets Managed by Firm:    Yes
 

Compensation and Fees

Fee % Based on Assets:    1
Hourly Rate:    225
Additional Details on Charges:    Hourly fee arrangement is hardly ever used with the exception of complex estate planning cases AUM: 0-500K 1% 500K-1M .8% 1M-2M .65% 2M-5M .50% 0ver 5M Negotiable
 
 
 
Prepared By: Robert Gardner CLU, ChFC®, RFC

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