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William Roberts

World Investment Advisors, LLC
31 Years of Experience
Lincroft, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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William Roberts is a registered investment advisor at World Investment Advisors, LLC, based in Lincroft, NJ, with 31 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. 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.

World Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
359 advisors
Number of Clients
23,021 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$71.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

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.

View Full SEC Brochure

Location

437 Newman Springs Road, Lincroft, NJ, 07738

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2004
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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
October 2025 - Present · 1 yr
World Investments, LLC
June 1995 - Present · 31 yrs 4 mos
World Investments, LLCBroker
June 1995 - Present · 31 yrs 4 mos
Previous Registrations
World Advisory Services
February 2007 - December 2025 · 18 yrs 10 mos
State Registrations10 states
DEFLGAMDMNNCNJNYPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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