Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
World Advisory Services' annual fees for Investment Supervisory Services range from 0.3% to 3.00% of assets under management. The fees are charged quarterly, in advance, based on the total market value of the assets on the last day of the previous calendar quarter. Initial billing includes fees for the remainder of the current calendar quarter, calculated in advance, on a prorated basis from the day the initial deposit was added to the account. There are different fee schedules for Advisor as Portfolio Manager Non-Discretionary (SILVER), Discretionary (SILVER), and Discretionary (GOLD) programs. Minimum individual account size is $10,000 and minimum combined household size is $25,000 for SILVER programs. A minimum of $50,000 of assets under management is required to participate in the Advisor as Portfolio Manager, Discretionary Asset Management Program (GOLD).
Areas of Practice
Advisor Information
Office location
24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alison is a managing member/owner of Segall & Associates, LLC, an insurance marketing/services company, dedicating a few hours per week. She is also a Senior Vice President at Meridien Benefits, Inc., a consulting/life insurance marketing company, which is a full-time commitment.