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Michael Chandler

World Equity Group, INC.
33 Years of Experience
Fayetteville, NC
3 DisclosuresBroker
View SEC Summary
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Michael Chandler is a registered investment advisor at World Equity Group, INC., based in Fayetteville, NC, with 33 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B in assets under management.

World Equity Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
3,151 clients
Average Client Portfolio
$318K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $75K0.47%
$75K - $750K0.42%
$750K+0.35%

Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2921 Damascus Road, Fayetteville, NC, 28303

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History

Regulatory History (3)
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
July 2010
Final
Customer Dispute
August 2008
Closed-No Action
Employment Separation After Allegations
August 2008
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is the President of Dogwood Capital Management, LLC, focusing on investment and financial planning, dedicating nearly full-time hours to this role. He also serves as a board member for the Karen Chandler Trust, assisting cancer patients, and spends minimal time on this activity.

Employment History
Current Registrations
World Equity Group, INC.Broker
February 2020 - Present · 6 yrs 8 mos
World Equity Group, INC.
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Peregrine Diversified Investment Services CORP.
August 2011 - July 2012 · 11 mos
Brewer Investment Advisors LLC
November 2008 - November 2010 · 2 yrs
Brewer Financial Services, LLCBroker
November 2008 - November 2010 · 2 yrs
Raymond James & Associates, INC.
January 2005 - August 2008 · 3 yrs 7 mos
Raymond James & Associates, INC.Broker
December 2004 - August 2008 · 3 yrs 8 mos
UBS Financial Services INC.
June 2001 - December 2004 · 3 yrs 6 mos
UBS Financial Services INC.Broker
November 1998 - December 2004 · 6 yrs 1 mo
Interstate/johnson Lane CorporationBroker
December 1989 - December 1998 · 9 yrs
State Registrations8 states
CAFLILLANCOHPAVA
AdvisorBrokerBoth

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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