World Investment Advisors, LLC
Assets Under Management
$56.3B
Number of Clients
17,488
Number of Advisors
351
Average Client AUM
$3.2M
AUM per Advisor
$160.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
World Investment Advisors, LLC (WIA) offers continuous advice based on individual client needs through its Wealth Program. WIA also offers wrap fee programs. WIA provides access to third-party money managers via the Envestnet ENV2 platform. WIA advisors may recommend WealthPath models. WIA may provide advice in the form of a Financial Plan.
Fee Structure
WIA charges fees based on a percentage of assets under management, not exceeding 3.00% annually, and may be negotiated. Fees are calculated monthly in advance. Financial planning fees range from $1,000 to $5,000 or $100 to $275 per hour, depending on complexity. WIA may also charge a platform fee of up to 0.05% annually, with a minimum of $100 annually, prorated monthly. Strategy Fees, Tax Management Fees (TMO), and Direct Indexing Fees (CSDI) may apply in addition to the advisory fee.
Areas of Practice
Location
24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101