Kacie Burger is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Ambler, PA, with 18 years of industry experience. Kacie 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
Ambler, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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