World Capital Advisors, LLC
Assets Under Management
$62.0M
Number of Clients
45
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$20.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
World Capital Advisors provides investment advice, asset management, and fee-based financial planning tailored to individual client needs. They work with third-party managers for separately managed accounts and offer financial planning services on an hourly or flat-fee basis. The firm manages client assets on a discretionary basis with client approval.
Fee Structure
For separately managed accounts and other investment programs, the firm's maximum annual advisory fee is 1.5% of assets under management, not including other program fees. The total maximum annual fee, including all third-party fees and the firm's advisory fee, will not exceed 2.25%. Financial planning fees are based on the specific services provided and the complexity of the client's situation, typically $250 per hour or $500-$1500/month for ongoing services. One-time financial plans are charged on a project basis. Minimum account sizes range from $5,000 to $100,000, but may be waived at the firm's discretion.
Areas of Practice
Location
1636 Logan Street, Denver, CO, 80203