Wealthshield Partners, LLC
Assets Under Management
$1.1B
Number of Clients
1,140
Number of Advisors
16
Average Client AUM
$948K
AUM per Advisor
$67.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WealthShield Partners, LLC provides asset management (discretionary and non-discretionary), financial planning & consulting, and pension consulting services to individuals, families, institutions, and other clients. They tailor advice to client needs and objectives, and encourage clients to consult with tax, legal, and financial professionals.
Fee Structure
Asset management fees range up to 2.5% annually, billed quarterly in advance. Flat fees are also used, generally up to $10,000 annually. Financial planning and consulting are charged hourly (up to $1,000/hour) or flat fee ($1,500 to $10,000). Pension consulting is charged hourly (up to $1,000/hour), flat fee ($1,000 to $10,000), or percentage of assets (up to 2.5%). A retainer of 50% is generally required for financial planning, not exceeding $1,200 when services can't be rendered within six months.
Areas of Practice
Location
2500 Regency Parkway, Cary, NC, 27518