William Todd is a registered investment advisor at Wealthshield Partners, LLC, based in Cary, NC, with 29 years of industry experience. William 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is a partner at Certine, LLC, a company focused on flatware research and distribution. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Wealthshield Partners, LLC
Previous Registrations
Kovack Securities INC.Broker
Harborview Advisors
Cantella & CO., INC.
Cantella & CO., INC.Broker
First Allied Securities, INC.
First Allied Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Intercapital Government 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.