Robert Leggett is a CFA, CFP-designated registered investment advisor at Wealthshield Partners, LLC, based in Cary, NC, with 26 years of industry experience. Robert 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.
Learn about disclosures →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.
Employment History
Current Registrations
Wealthshield Partners, LLC
Previous Registrations
Compass Securities CorporationBroker
Wealthshield LLC
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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