Shaun King is a registered investment advisor at World Investment Advisors, LLC, based in Burlington, VT, with 13 years of industry experience. Shaun 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
462 Shelburne Road, Burlington, VT, 05401
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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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Shaun is involved in several outside business activities. These include a real estate holding company, a holding company for asset distribution, a musical entertainment business, and serving as Chief Compliance Officer for Acrisure, LLC, a state-registered RIA.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Acrisure Investment Advisory Solutions, LLC
LPL Financial LLC
Hickok & Boardman Financial Planning
State Registrations1 state
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.