Assets Under Management
$1.7B
Number of Clients
3,473
Number of Advisors
261
Average Client AUM
$500K
AUM per Advisor
$6.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
World Advisory Services provides investment supervisory services, including individual portfolio management and model portfolio management. They also offer financial planning and consulting services, including retirement, education, and estate planning. They may recommend third-party asset managers and participate in TAMPs.
437 Newman Springs Rd, Lincroft, NJ, 07738