Joseph Marchese
Joseph Marchese is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Iselin, NJ, with 26 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
100 Wood Ave South, Floor 4, Mailing Address, Iselin, NJ, 08830
Get directionsHistory
Regulatory History (1)
Regulatory
October 2023Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Financial Planning Concepts of America, INC.
Financial Planning Concepts of America, INC.
Cambridge Investment Research, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Shearson Lehman Hutton INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.