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Mark Lessner

World Investment Advisors, LLC
34 Years of Experience
Westborough, MA
1 DisclosureBroker
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Mark Lessner is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Westborough, MA, with 34 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. 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

1400 Computer Drive, Suite 201, Westborough, MA, 01581

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History

Regulatory History (1)
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.
Customer Dispute
November 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark is an independent contractor for Boston Harbor Wealth Advisors, LLC since 2017 and Lessner Wealth Advisors since 2022, providing financial advice. He dedicates minimal time to each of these roles.

Employment History
Current Registrations
World Investment Advisors, LLC
June 2024 - Present · 2 yrs 4 mos
World Investments, LLCBroker
June 2024 - Present · 2 yrs 4 mos
World Investments, LLC
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2018 - June 2024 · 6 yrs 3 mos
Boston Harbor Wealth Advisors, LLC
May 2017 - October 2018 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
April 2017 - June 2024 · 7 yrs 2 mos
Ameriprise Financial Services, INC.
June 2015 - April 2017 · 1 yr 10 mos
American Express Service CorporationBroker
February 1993 - December 1994 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
September 1992 - April 2017 · 24 yrs 7 mos
Ids Life Insurance CompanyBroker
September 1992 - July 2006 · 13 yrs 10 mos
State Registrations28 states
ALCACOCTDCDEFLHIILKSMAMDMEMINCNHNJNMNVNYPARISCTXVAVTWAWV
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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