Shannon Main is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Irvine, CA, with 31 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
18872 Mac Arthur Blvd. Suite 410, Irvine, CA, 92614
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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.
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Shannon is the President & CEO of Fiduciary Retirement Advisory Group, Inc. since 2017, dedicating a few hours per week to managing the entity's administration, employees, and office space.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Pension Architects Advisory Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Penniall & Associates
Nrp Financial, INC.Broker
Nrp Advisors, INC.
Usi Advisors
Usi Securities, INC.Broker
Usi Securities, INC.
Associated Securities CORP.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Morgan Stanley Dw INC.Broker
Smith Barney INC.Broker
Olde Discount CorporationBroker
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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