James Abagis
James Abagis is a registered investment advisor at World Investment Advisors, LLC, based in Nashua, NH, with 40 years of industry experience. James 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
4 Water St., Nashua, NH, 03060
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2002Other Business Activities
James is a VP at The Cerato Group RIA, managing client advisory accounts and offering planning services. This is a full-time commitment, with a small portion of the time spent during trading hours.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Tcg Wealth Management
Cantella & CO., INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
First Albany CorporationBroker
First Albany CorporationBroker
Fahnestock & CO., INC.Broker
W.H. Newbold's Son & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.