Patrick Ratz
Patrick Ratz is a registered investment advisor at World Investment Advisors, LLC, based in Lincroft, NJ, with 25 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
437 Newman Springs Road, Lincroft, NJ, 07738
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Regulatory History (2)
Customer Dispute
August 2017Customer Dispute
July 2008Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
LPL Financial CorporationBroker
LPL Financial Corporation
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Morgan Stanley Dw INC.Broker
Spear, Leeds & Kellogg Specialists LLCBroker
State Registrations12 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.