John Geffert
John Geffert is a registered investment advisor at World Investment Advisors, LLC, based in Liverpool, NY, with 13 years of industry experience. John 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
7854 Oswego Road, Liverpool, NY, 13090
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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
John formed John Geffert, LLC for tax purposes, dedicating full-time hours to it, though it's not client-facing. He also works as an insurance agent selling non-variable insurance and annuity products, dedicating minimal time to this activity.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
World Investments, INC.Broker
Raymond James Financial Services Advisors, INC
Boston Harbor Wealth Advisors, LLC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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.