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

Number of Years with Current Firm:    30
Years of Experience in Financial Services:    30
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
Gender:    Male
CRD#:    2131726
SEC File#:    801-61989
 

Education

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

Services

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

Qualifications & Memberships

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

Firm Information

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

Compensation and Fees

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
Fee % Based on Assets:    1
Hourly Rate:    225