Douglas Verduin
Douglas Verduin is a registered investment advisor at World Investment Advisors, LLC, based in Ramsey, NJ, with 30 years of industry experience. Douglas 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
48 South Franklin Turnpike, Suite 201, Ramsey, NJ, 07446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is a CPA in a partnership business, dedicating nearly full-time hours to accounting. He is also a partner in DPLN Holdings, LLC, which has interests in real estate and a Dunkin Donuts retail operation, and the president of Verduin Tax Consulting, Inc., spending about 10-20% of his time on tax consulting.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
World Investments, LLC
Previous Registrations
World Advisory Services
Prime Capital Services, INC.Broker
C. J. M. Planning CORP.Broker
State Registrations5 states
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