Idlewild Financial LLC
Idlewild Financial LLC (CRD# 173210) is a financial advisory firm headquartered in , . They manage $1,500,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$50,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Jerry Mercer (CRD# 2972233) is an Investment Advisor Representative working at Idlewild Financial LLC in Charlotte, NC and has over 8 years of experience in the finance industry.