TrueAdvisor
TrueAdvisor
RG
RG

Robert Gibson

World Investment Advisors, LLC
15 Years of Experience
Phoenixville, PA
1 Disclosure
View SEC Summary
View SEC Summary

Robert Gibson is a registered investment advisor at World Investment Advisors, LLC, based in Phoenixville, PA, with 15 years of industry experience. Robert 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.

View Full SEC Brochure

Location

Phoenixville, PA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2017
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is a member/owner of 922 Group, LLC, an investment-related entity established to receive income from Pensionmark, an RIA. He spends full-time hours selling, establishing, and servicing qualified plan business through this LLC.

Employment History
Current Registrations
World Investment Advisors, LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Mma Securities LLC
May 2019 - September 2023 · 4 yrs 4 mos
The Centurion Group, LLC
April 2012 - December 2019 · 7 yrs 8 mos
Innovative Market Trends
February 2011 - May 2012 · 1 yr 3 mos
State Registrations1 state
PA
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.
More Advisors
More financial advisors in Phoenixville, PA →All financial advisors in Pennsylvania →