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 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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.
Exams
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