World Advisory Services
Assets Under Management
$1.7B
Number of Clients
3,473
Number of Advisors
261
Average Client AUM
$500K
AUM per Advisor
$6.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
World Advisory Services offers advisory services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and business entities. They participate in advisory programs as portfolio manager, advisor, or solicitor. Services include individual portfolio management, model portfolio management, third-party money managers, and financial planning and consulting.
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
Location
437 Newman Springs Rd, Lincroft, NJ, 07738