Wealthshield LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WealthShield offers investment strategy and portfolio modeling services to other investment advisers, including UMA programs. They provide signaling services models to investment advisers based on parameters they set forth. WealthShield generally limits its investment advice to mutual funds, real estate funds, equities, fixed income, ETFs, and non-U.S. securities. WealthShield does not directly manage any client assets.
Fee Structure
WealthShield receives a share of the fees the primary investment adviser collects from its underlying clients, not to exceed 0.60% annually. These fees are generally negotiable. The primary advisers may request that WealthShield’s advisory fees be withdrawn from the underlying client accounts. WealthShield, or its affiliates, receives a portion of the fees charged by Platforms.
Areas of Practice
Location
2500 Regency Parkway, Cary, NC, 27518