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James Abagis

World Investment Advisors, LLC
41 Years of Experience
Nashua, NH
1 Disclosure
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James Abagis is a registered investment advisor at World Investment Advisors, LLC, based in Nashua, NH, with 41 years of industry experience. James 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
359 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

4 Water St., Nashua, NH, 03060

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History

Regulatory History (1)
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Customer Dispute
January 2002
Settled
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Other 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
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Tcg Wealth Management
November 2018 - October 2025 · 6 yrs 11 mos
Cantella & CO., INC.Broker
November 2018 - September 2020 · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLC
February 2005 - November 2018 · 13 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2005 - November 2018 · 13 yrs 9 mos
Wachovia Securities, LLCBroker
August 2000 - February 2005 · 4 yrs 6 mos
Wachovia Securities, LLC
March 2000 - February 2005 · 4 yrs 11 mos
First Albany CorporationBroker
February 1992 - August 2000 · 8 yrs 6 mos
First Albany CorporationBroker
February 1992 - February 1992 · 0 mos
Fahnestock & CO., INC.Broker
June 1991 - February 1992 · 8 mos
W.H. Newbold's Son & CO., INC.Broker
December 1990 - June 1991 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1985 - December 1990 · 5 yrs 5 mos
State Registrations2 states
NHTX
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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