Christopher Broderick
Christopher Broderick is a registered investment advisor at World Investment Advisors, LLC, based in Vienna, VA, with 29 years of industry experience. Christopher 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
8000 Towers Crescent Dr. Suite 1350, Vienna, VA, 22182
Get directionsHistory
Regulatory History (2)
Regulatory
March 2005Customer Dispute
October 2004Other Business Activities
Christopher manages and maintains a small office condominium through Wizard Sleeve Partners, LLC, a real estate rental business. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Advisory Group Equity Services LTD.Broker
Fiduciary Wealth Management, LLC
H. Beck, INC.Broker
Hardman Financial Services, INC.Broker
Westminster Financial Securities, INC.Broker
Westminster Financial Securities, INC.Broker
State Registrations3 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.