Shield Wealth Advisors, based out of Williamsville, NY, is a small investment advisory firm with a solid track record of providing comprehensive financial services. With three dedicated employees, including two experienced investment advisors, the firm manages a total of over $113,550,000 in assets under management. This places their average assets under management per investment advisor in line with the industry average. Shield Wealth Advisors employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their client base consists of over 90 i...