Lee Fatalo
Lee Fatalo is a CFP, ChFC-designated registered investment advisor at World Investment Advisors, LLC, based in Walpole, MA, with 26 years of industry experience. Lee 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
One Foxhill Drive, Suite 140, Walpole, MA, 02081
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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
Lee works as an insurance broker for Gallagher Benefit Services, The Bullfinch Group, and Mass Mutual Life Insurance, focusing on sales and service of group insurance benefits, life insurance, disability insurance, long-term care insurance, and annuities. Lee spends minimal time per month on these activities.
Employment History
Current Registrations
World Investments, LLC
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
Baystate Wealth Management
New England SecuritiesBroker
State Registrations18 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.