Bipin Patel
Bipin Patel is a registered investment advisor at World Investment Advisors, LLC, based in East Brunswick, NJ, with 22 years of industry experience. Bipin 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
East Brunswick, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bipin works as a travel agent for Maharani-Maharaja Cruise Club, Ltd., spending a few hours per week on vacation bookings and marketing. Bipin is also a health insurance agent for BenefitMall and an insurance agent specializing in Medicare for Neishloss & Fleming Inc, dedicating a few hours per week to each.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
1st Discount Brokerage, INC.
1st Discount Brokerage, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Pruco Securities, LLC.Broker
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.