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Shield Wealth Advisors
Williamsville, New York
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...see more
Assets Under Mgmt
$45.69M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Reviews for Shield Wealth Advisors
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