World Class Unlimited provides personalized investment advice and portfolio management tailored to individual client needs. They also offer financial planning services, including comprehensive plans and hourly consultations. World Class Unlimited is legally required to act in your best interest. The firm also provides tax, payroll and insurance services.
Assets Under Management$54M
Clients143
Advisors2
Avg. per Client$370K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.90% |
Fee is negotiable and may be lower based on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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