Wealthshield LLC
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Overview
Wealthshield LLC operates as an advisory company that has its headquarters in Cary, North Carolina. The firm has a small team, including 7 financial advisors. Wealthshield LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like stocks, options and bonds.
The company's central office is located at 2500 Regency Parkway, Cary, North Carolina 27518. Wealthshield LLC is allowed to provide services to clients across 51 U.S. states and territories.
Editorial note: In certain cases, advisors and firms can register as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the available information for Wealthshield LLC. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Wealthshield LLC by the Numbers
8
Products and Services
Wealthshield LLC provides multiple services, which can include portfolio management for institutional clients, market timing services and other services. It is not engaged in selling products or offering services aside from investment advice to its investment advisory customers. It is affiliated with a number of other companies in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Offered by 0% of firms
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees vary depending on the type of services offered. Fee types charged by the company most likely are comprised of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Wealthshield LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Wealthshield LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wealthshield LLC
Cary, NC
Cary, NC
Cary, NC
Cary, NC
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