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RN
CFA
RN
CFA

Robert Norton

World Investment Advisors, LLC
21 Years of Experience
Berwyn, PA
1 Disclosure
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Robert Norton is a CFA-designated registered investment advisor at World Investment Advisors, LLC, based in Berwyn, PA, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 23,021 clients with $72B in assets under management.

World Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
358 advisors
Number of Clients
23,021 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$71.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

World Investment Advisors charges for investment management based on a percentage of the value of your portfolio. Fees vary depending on your specific agreement, account size, and the custodian holding your funds, but will never exceed 3.00% annually. Fees are typically calculated at an annual rate and billed monthly in advance. In addition to the portfolio management fee, you may pay technology platform fees of up to 0.05% annually (with a $100 minimum) or up to 0.15% (with a $150 minimum) if third-party managers are used. Custodian charges, brokerage commissions, and mutual fund internal expenses are separate from World Investment Advisors's fees.

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Location

1055 Westlakes Dr. Suite 130, Berwyn, PA, 19312

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History

Regulatory History (1)
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Criminal
May 1979
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
World Investment Advisors, LLC
November 2025 - Present · 11 mos
Previous Registrations
Wealth Advisory Group, INC.
February 2016 - November 2025 · 9 yrs 9 mos
Logan Capital Management, INC.
January 2015 - February 2016 · 1 yr 1 mo
Santa Barbara Asset Management, LLC
January 2009 - April 2013 · 4 yrs 3 mos
Rittenhouse Asset Management, INC.
February 2003 - January 2009 · 5 yrs 11 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
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