Phyllis Bongiorno
Phyllis Bongiorno is a registered investment advisor at World Investment Advisors, LLC, based in Red Bank, NJ, with 29 years of industry experience. Phyllis 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
566 Highway 35, Suite A, Red Bank, NJ, 07701
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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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Phyllis is the president of WMB Accounting Services, providing general bookkeeping services, taking about half of her time. She also serves as an executrix.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
State Registrations3 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.