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).
12647 Alcosta Boulevard, Suite 440, San Ramon, CA, 94583
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Learn about disclosures →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.