William Roberts
William Roberts is a registered investment advisor at World Investment Advisors, LLC, based in Lincroft, NJ, with 30 years of industry experience. William 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
437 Newman Springs Road, Lincroft, NJ, 07738
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2004Other Business ActivitiesSells Insurance
William is an insurance agent selling equity indexed annuities and long-term care insurance, receiving commissions. He is also a registered mortgage loan originator and a manager at TFS Wealth Management Group, providing marketing and sales support, wealth management, and selling financial products; finally, he is the executor of his aunt's estate, requiring minimal time.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
State Registrations10 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.