Nicholas Magone
Nicholas Magone is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Parsippany, NJ, with 14 years of industry experience. Nicholas 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
4 Century Drive, Suite 260, Parsippany, NJ, 07054
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is a Vice President and Wealth Manager at Campania Wealth Management, LLC, focusing on financial planning, wealth management, and brokerage services. He is also a life and health insurance broker, selling various insurance products and servicing existing life insurance policies, and originates loans for clients as needed.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Morgan Stanley
Morgan StanleyBroker
LPL Financial LLC
LPL Financial LLCBroker
Wts Proprietary Trading Group LLCBroker
State Registrations9 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.