World Choice Securities, INC.

Assets Under Management

$15.2M

Number of Clients

21

Number of Advisors

6

Average Client AUM

$724K

AUM per Advisor

$2.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

World Choice Securities Inc. is a registered investment advisory firm offering portfolio management services on both a discretionary and non-discretionary basis. They also provide financial planning services tailored to individual client needs. WCSI may utilize third-party advisors and sub-advisory services. They are also a FINRA registered Broker Dealer and a Corporate Insurance General Agent.

Fee Structure

Minimum Investment:$50K
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

7650 Rivers Edge Drive, Suite 260, Columbus, OH, 43235

6 Advisors at this firm

World Choice Securities, Inc. | TrueAdvisor