Sean Mccann
Sean Mccann is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Westborough, MA, with 37 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1400 Computer Drive, Suite 201, Westborough, MA, 01581
Get directionsHistory
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
Sean sells non-variable insurance and annuity products as an insurance agent since 2017, dedicating minimal time to this activity. He also works as an independent contractor for Boston Harbor Wealth Advisors, spending minimal time as a CFP.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Financial Foundations, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Linsco/private Ledger CORP.Broker
Quick & Reilly, INC.Broker
Commonwealth Financial NetworkBroker
Fisco Equity, INC.Broker
American Capital CorporationBroker
Dean Witter Reynolds INC.Broker
Shearson Lehman Hutton INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Painewebber IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
First Investors CorporationBroker
State Registrations17 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.
Exams
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