Build around the advisors needs and goals, our services enable you to focus your time on what matters most: your clients.
Every Independent Advisor is Different
WealthShield Partner's investment process is anchored in a dynamic, rules-based approach to investing that pivots to market changes and to our partners’ ever-evolving needs.
Built around your needs and goals
Fee structures are built around your needs and goals, and they can be assessed by flat fee or a percentage of assets under management. Advisors receiving full service support can expect pay grids starting at 85%.
Top Notch Service and Support
We strive to provide advisors with topnotch service and support, and we never want fees to get in the way. Contact us today to learn more about possible price adjustments.