World Investment Advisors (WIA) offers ongoing investment advice based on your individual needs. WIA helps clients create a personal investment policy and manages portfolios accordingly. WIA also provides access to third-party money managers. As an extension of its wealth advisory services, WIA may provide advice in the form of a Financial Plan. WIA also offers investment data storage and periodic comprehensive reporting services.
Assets Under Management$56B
Clients17,488
Advisors362
Avg. per Client$3.2M
Avg. per Advisor$160M
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.
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Location
362 Advisors at this firm
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