Paul Saks is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Naples, FL, with 40 years of industry experience. Paul 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
Naples, FL
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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.
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Paul volunteers for Vigilante Helpers, cooking meals for needy families, and is involved with Our Lady of the Magnificat Church and the Knights of Columbus. He also volunteers as a mentor for Wings for Widows, providing financial planning expertise to widows.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Securities America, INC.Broker
Securities America Advisors, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Pruco Securities CorporationBroker
State Registrations19 states
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