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Michael Morris

World Investment Advisors, LLC
37 Years of Experience
Cleves, OH
2 Disclosures
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Michael Morris is a registered investment advisor at World Investment Advisors, LLC, based in Cleves, OH, with 37 years of industry experience. Michael 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.

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Location

Cleves, OH

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History

Regulatory History (2)
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.
Regulatory
May 2007
Final
Employment Separation After Allegations
November 2005
View Full SEC ReportHow to Read Disclosures
Other 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
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Kestra Advisory Services, LLC
May 2016 - January 2018 · 1 yr 8 mos
NFP Advisor Services, LLC
February 2016 - May 2016 · 3 mos
NFP Retirement
July 2012 - May 2016 · 3 yrs 10 mos
Ross, Sinclaire & Associates, LLCBroker
December 2005 - July 2012 · 6 yrs 7 mos
Mcdonald Investments INC.
October 1999 - December 2005 · 6 yrs 2 mos
Mcdonald Investments INC.Broker
May 1999 - December 2005 · 6 yrs 7 mos
Key Investments INC.Broker
February 1996 - May 1999 · 3 yrs 3 mos
Mds Securities IncorporatedBroker
August 1995 - January 1996 · 5 mos
Fidelity Brokerage Services, INC.Broker
May 1989 - August 1995 · 6 yrs 3 mos
State Registrations1 state
OH
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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