Patrick Roth
Patrick Roth is a registered investment advisor at World Investment Advisors, LLC, based in Vienna, VA, with 30 years of industry experience. Patrick 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
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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 ActivitiesSells Insurance
Patrick owns Wizard Sleeve Partners, a holding company for real estate rented by his firm, spending minimal time on it. He is also an insurance agent since 2010, selling life and health insurance, which also takes minimal time.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Fiduciary Wealth Management, LLC
Advisory Group Equity Services LTD.Broker
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Capitol Securities Management, INC.
Capitol Advisory CorporationBroker
Capitol Securities Management, INC.Broker
Online Securities, INC.Broker
Capitol Securities Management, INC.Broker
State Registrations2 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.