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JM
CFP
JM
CFP

Joseph Marchese

World Investment Advisors, LLC
27 Years of Experience
Iselin, NJ
1 Disclosure
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Joseph Marchese is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Iselin, NJ, with 27 years of industry experience. Joseph 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.

View Full SEC Brochure

Location

100 Wood Ave South, Floor 4, Mailing Address, Iselin, NJ, 08830

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History

Regulatory History (1)
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Regulatory
October 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
World Investment Advisors, LLC
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Financial Planning Concepts of America, INC.
October 2023 - August 2025 · 1 yr 10 mos
Financial Planning Concepts of America, INC.
October 2023 - December 2024 · 1 yr 2 mos
Cambridge Investment Research, INC.Broker
October 2004 - August 2011 · 6 yrs 10 mos
Walnut Street Securities, INC.Broker
August 2003 - October 2004 · 1 yr 2 mos
Nathan & Lewis Securities, INC.
March 1995 - January 2003 · 7 yrs 10 mos
Nathan & Lewis Securities, INC.Broker
June 1990 - August 2003 · 13 yrs 2 mos
Shearson Lehman Hutton INC.Broker
August 1987 - February 1990 · 2 yrs 6 mos
Equico Securities, INC.Broker
January 1987 - September 1987 · 8 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1987 - September 1987 · 8 mos
State Registrations2 states
FLNJ
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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