Michael Morris
Michael Morris is a registered investment advisor at World Investment Advisors, LLC, based in Cleves, OH, with 36 years of industry experience. Michael 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
Cleves, OH
Get directionsHistory
Regulatory History (2)
Regulatory
May 2007Employment Separation After Allegations
November 2005Other Business Activities
Michael owns LA Nails, a nail salon, which his wife operates. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
NFP Retirement
Ross, Sinclaire & Associates, LLCBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Mds Securities IncorporatedBroker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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.