Kenneth Bollinger is a CFP-designated registered investment advisor at Wealthshield Partners, LLC, based in Cary, NC, with 30 years of industry experience. Kenneth 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.
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Kenneth is an investment adviser representative at Emerald Investment Partners and conducts advisory services and securities business through Madison Oaks Wealth Partners, both since 2017. He spends nearly full-time hours per month on these activities, with slightly less time during trading.
Employment History
Current Registrations
Wealthshield Partners, LLC
Previous Registrations
Niagara International Capital LimitedBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Raymond James & Associates, INC.Broker
Oppenheimer & CO. INC.Broker
Cibc World Markets CORP.Broker
State Registrations1 state
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