WealthShield Partners provides investment advice and financial planning to individuals, families, and institutions. Services include asset management (both discretionary and non-discretionary), financial planning, and retirement/pension consulting. They tailor their advice to each client's needs and objectives, and encourage clients to consult with tax and legal professionals.
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.