World Choice Securities, INC.
Assets Under Management
$15.2M
Number of Clients
21
Number of Advisors
6
Average Client AUM
$724K
AUM per Advisor
$2.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
World Choice Securities Inc. (WCSI) is a Registered Investment Advisory Firm offering portfolio management services on both a discretionary and non-discretionary basis. They also provide financial planning services individualized to a client's personal financial situation. WCSI also offers third-party advisory and sub-advisory services.
Fee Structure
Fees for portfolio management are charged as a percentage of assets under management. For assets between $50,000 and $250,000, the fee ranges from 1.00% to 2.00%. For assets between $250,000 and $1,000,000, the fee ranges from 0.65% to 2.00%. Fees for assets over $1,000,000 are negotiable. If a third-party advisor is selected, their fee schedule will apply. Management fees are generally deducted from client accounts at the end of each calendar quarter, but clients can elect to be billed directly. Fees may be negotiable under certain circumstances. Hourly charges are not to exceed $250.00 per hour, or fees exceeding 2% of assets annually. WCSI generally requires accounts have a minimum of $50,000 when opened, however the minimum may be waived in certain circumstances.
Areas of Practice
Location
7650 Rivers Edge Drive, Suite 260, Columbus, OH, 43235