Nancy Wertheimer is a registered investment advisor at World Financial Assets Advisory, based in Baltimore, MD, with 3 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
World Financial Assets Advisory manages investment accounts and charges an annual fee based on a percentage of the assets they manage. These fees are usually paid quarterly in advance and are based on the month-end value of your account during the previous quarter. The fees are negotiable. The fee schedule is as follows:
- First $100,000: 2% annual fee
- Next $400,000: 1.5%
- Next $500,000: 0.75%-1%
- Over $1 Million: 0.5%-1%
Location
Baltimore, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
World Financial Assets Advisory
State Registrations1 state
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