Jason Mcelroy is a CFP-designated registered investment advisor at Worldwide Capital Advisors, LLC, based in Southgate, MI, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 383 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on various factors.
Fee Estimator
Location
13317 Reeck Ct, Southgate, MI, 48195
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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
Jason is the owner of Downriver Income Tax, a tax preparation and accounting business, since 2001. He spends about half of his time on this non-investment related activity.
Employment History
Current Registrations
Worldwide Capital Advisors, LLC
Previous Registrations
First American Securities, INC
First Allied Advisory Services, INC.
First Allied Securities, INC.
State Registrations5 states
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