Kelly Vostal
Kelly Vostal is a registered investment advisor at World Investment Advisors, LLC, based in Manasquan, NJ, with 26 years of industry experience. Kelly 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
Manasquan, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2005Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Kelly owns Integrity Tax & Financial, where she prepares income taxes and discusses/suggests life and health insurance options, dedicating about 10-20% of her time. She also works nearly full-time as a business technology teacher at West Windsor-Plainsboro High School North.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.