AJ

Ann Margaret Johnson

19 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
261 advisors
Number of Clients
3,473 clients
Average Client Portfolio
$500K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K

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
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101

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Regulatory History (1)
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Financial
October 2020
Final
Employment History
Current Registrations
World Investments, LLC Broker
November 2024 - Present · 1 yr 2 mos
World Investments, LLC
November 2024 - Present · 1 yr 2 mos
World Investment Advisors, LLC
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Pensionmark Securities, LLCBroker
February 2019 - October 2025 · 6 yrs 8 mos
Independent Financial Partners
April 2017 - February 2019 · 1 yr 10 mos
LPL Financial LLC Broker
April 2017 - March 2019 · 1 yr 11 mos
J. W. Cole Advisors, INC.
January 2016 - March 2017 · 1 yr 2 mos
J.W. Cole Financial, INC.Broker
January 2016 - March 2017 · 1 yr 2 mos
Mutual Trust Asset Mgmt., INC.
April 2012 - March 2016 · 3 yrs 11 mos
Mutual Trust CO. of America SecuritiesBroker
April 2008 - January 2016 · 7 yrs 9 mos
Raymond James & Associates, INC. Broker
May 2006 - April 2008 · 1 yr 11 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.