World Equity Group (WEG) provides investment advisory and portfolio services, investment supervisory services, financial planning, and financial consulting. WEG offers actively managed portfolios, asset allocation strategies, and access to third-party money managers. WEG's advisors are often also registered as brokers and insurance agents, which can create conflicts of interest. Clients can choose between commission-based products and fee-based advisory services based on their financial situation and objectives.
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.