Bruce Haydu
Bruce Haydu is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Brick, NJ, with 42 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
Brick, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bruce is the president and 100% owner of Financial Design & Mgmt Inc, dedicating nearly full-time hours to it. He also has several other business activities, including Charitable Funding Solutions LLC (raising money for charities through life insurance sales), NIW Holding Corp (premium financed life insurance), and TFS Insurance Agency Inc (selling various insurance products).
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Mutual Trust CO. of America SecuritiesBroker
Financial Design & Management, INC.
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Investment Advisors & Consultants, INC.Broker
Linsco/private Ledger CORP.Broker
Tfs Securities, INC.Broker
Stuart Stone & CompanyBroker
Focus Securities, INC.Broker
Cardell & Associates, IncorporatedBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.