Enrico Franco
Enrico Franco is a registered investment advisor at World Investment Advisors, LLC, based in Lincroft, NJ, with 46 years of industry experience. Enrico 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
437 Newman Springs Rd., Lincroft, NJ, 07738
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Regulatory History (2)
Customer Dispute
June 2020Regulatory
August 2007Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
MML Investors Services, INC.Broker
AXA Advisors, LLCBroker
Seton Securities Group, INC.Broker
Casey Professional Services, LLCBroker
Burlington Capital Markets INC.Broker
Thomas Securities, LLCBroker
Adams, Harkness & Hill, INC.Broker
Nbc Levesque International LTD.Broker
Marleau Lemire (U.S.A.), INC.Broker
Dillon, Read & CO. INC.Broker
Nomura Securities International, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Asiel & CO.Broker
State Registrations6 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.