Robert Alexander Leggett

CFA · CFP

26 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Wealthshield Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,140 clients

Average Client Portfolio

$948K average

Assets Under Management

$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

2500 Regency Parkway, Cary, NC, 27518

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Robert is a part owner in several investment-related entities, including ORGPAG LLC, DIO Management LLC, Wealthshield Insurance LLC, and IGM Brokerage. He spends minimal time on Wealthshield Insurance LLC, which is utilized in connection with the sale of insurance products, and no time on the others.