Michael Connors
Michael Connors is a registered investment advisor at World Investment Advisors, LLC, based in Newburgh, NY, with 30 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
5020 Route 9W, Suite 102, Newburgh, NY, 12550
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Regulatory History (1)
Customer Dispute
May 2020Other Business ActivitiesSells Insurance
Michael is the President/CEO of Got Refund.Com, Inc., an income tax franchise, and a Managing Member of Executive Business Group LLC, an income tax preparation service. He is also a life insurance agent with National Life Group and an instructor at the State University of New York, teaching a college tax course, and does financial planning for Naples Capital LLC.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Securities America, INC.Broker
National Planning CorporationBroker
Cetera Financial Specialists LLCBroker
C. J. M. Planning CORP.Broker
Terra Securities CorporationBroker
Independent Financial ConsultantsBroker
State Registrations5 states
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.