Harry Krigman is a registered investment advisor at Wealthshield Partners, LLC, based in Cary, NC, with 42 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,140 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthShield Partners typically charges up to 2.5% annually of the value of your investments for asset management. They may combine account values of family members to determine the fee, potentially resulting in a lower fee. In certain situations, they may bill a flat fee up to $10,000 annually. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. In certain instances, the fee will be prorated for deposits and withdrawals of $25,000 or more during the quarter.
Location
2500 Regency Parkway, Cary, NC, 27518
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2003Customer Dispute
April 2000Other Business Activities
Harry is the owner of Ellie LLC, Chaya LLC, Krigman Properties LLC, and ECK Realty LLC, all involved in managing real estate. He spends about 10-20% of his time on bookkeeping, managerial duties, and overseeing property managers for these LLCs.
Employment History
Current Registrations
Wealthshield Partners, LLC
Previous Registrations
Harborview Advisors
Kovack Securities INC.Broker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Bangor Securities, INC.Broker
Gruntal & CO. IncorporatedBroker
Livada Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.