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Robert Gardner CLU, ChFC®, RFC

WSG Advisors, LLC

1536 Fording Island Road
Suite 101

Hilton Head Island, SC 29926
(843) 8378562

Disciplined | Proactive | Strategic

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

Firm Start Year

1988

No.of Employees

2-4

CRD#

2131726

Name of Custodial Firm

Years of Experience in Financial Services

30

Number of Years with Current Firm

30

Foreign Languages Serviced

none

Services

Investment Types

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

Qualifications & Membership

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