Lisa Weaver is a registered investment advisor at World Capital Advisors, LLC, based in State College, PA, with 15 years of industry experience. Lisa 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. Their firm serves 49 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum advisory fee is 1.50%. Total combined fees including third-party manager fees will not exceed 2.25%. Fees may be negotiable for clients with multiple accounts.
Fee Estimator
Location
409 S. Pugh Street, State College, PA, 16801
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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 Activities
Lisa is a co-owner of Lifestyle Retirement Company, a third-party administrator to qualified employer retirement benefit plans. This is Lisa's primary employment, consuming all business hours during securities trading hours.
Employment History
Current Registrations
World Capital Advisors, LLC
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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