Gerald Morlitz
Gerald Morlitz is a registered investment advisor at World Investment Advisors, LLC, based in Lake Worth, FL, with 33 years of industry experience. Gerald 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
Lake Worth, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gerald has been an insurance agent since 1990, selling individual life and health insurance, dedicating minimal time to this activity. Gerald also provides estate planning services and document drafting, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 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.