AD

Antonio Dominguez

20 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

12647 Alcosta Boulevard, Suite 440, San Ramon, CA, 94583

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Antonio officiates youth basketball and is also a basketball official. He is also an insurance agent, selling life, disability, and long-term care insurance, and is an insurance general agent, dedicating minimal time to this.

Employment History
Current Registrations
World Investments, LLC Broker
October 2025 - Present · 3 mos
World Investment Advisors, LLC
August 2021 - Present · 4 yrs 5 mos
Previous Registrations
Pensionmark Securities, LLCBroker
August 2021 - October 2025 · 4 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
November 2009 - August 2021 · 11 yrs 9 mos
Lincoln Financial Advisors Corporation
November 2009 - August 2021 · 11 yrs 9 mos
RBC Capital Markets Corporation
February 2005 - July 2009 · 4 yrs 5 mos
RBC Capital Markets Corporation Broker
December 2004 - July 2009 · 4 yrs 7 mos
State Registrations3 states
CACOMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.