Gerald Costa is a registered investment advisor at World Investment Advisors, LLC, based in Columbus, OH, with 13 years of industry experience. Gerald 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
445 Hutchinson Avenue, Suite 860, Columbus, OH, 43235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerald is an independent contractor as a registered assistant for Boston Harbor Wealth Advisors, dedicating minimal time. He is also the CEO of Costa Capital Management LLC, spending about half of his time in this role as a registered representative contracted by Zosh Williams Asset Management Group.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
J.P. Morgan Securities LLCBroker
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.