Anthony Wyss is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Closters, NJ, with 23 years of industry experience. Anthony 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
294 Harrington Avenue, Suite 5, Closters, NJ, 07624
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is a CPA and CFP, providing tax preparation, tax planning, consulting, financial planning services, and asset management, dedicating nearly full-time hours to this. He also serves as co-trustee for a testamentary trust, executor of an estate, and administrator of an estate, dedicating minimal time to each.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Prime Capital Services, INC.Broker
Asset & Financial Planning, LTD
State Registrations2 states
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