James Mcafee
James Mcafee is a registered investment advisor at World Investment Advisors, LLC, based in Ambler, PA, with 31 years of industry experience. James 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
Ambler, PA
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2012Customer Dispute
February 2002Other Business ActivitiesSells Insurance
James operates McAfee Wealth Advisory, offering financial services and related products, including life insurance. He dedicates full-time hours to this endeavor, with a small portion during trading hours; he plans to incorporate other fixed insurance products in the future, and as of 2017 all insurance will go through TFS Insurance Agency.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Investment Advisors
Proequities, INC.Broker
Calton & Associates, INC.
Calton & Associates, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Janney Montgomery Scott LLCBroker
State Registrations1 state
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.