Michael Hulett
Michael Hulett is a registered investment advisor at World Investment Advisors, LLC, based in Plymouth, MA, with 32 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
34 Main Street Extension, Suite 204, Plymouth, MA, 02360
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Regulatory History (1)
Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Michael is licensed to sell life, variable, and disability insurance as an insurance agent since 2019. He currently dedicates minimal time to this activity but may sell in the future.
Employment History
Current Registrations
World Investments, LLC
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Thomas Weisel Partners LLC
Thomas Weisel Partners LLCBroker
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
MML Investors Services, INC.Broker
State Registrations12 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.