Assets Under Management
$1.1B
Number of Clients
1,140
Number of Advisors
16
Average Client AUM
$948K
AUM per Advisor
$67.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
WealthShield Partners provides tailored investment advice through asset management, financial planning, and pension consulting. They offer both discretionary and non-discretionary asset management. Financial planning covers various areas, and pension consulting assists employer plan sponsors and participants.
2500 Regency Parkway, Cary, NC, 27518