Benjamin Payson Dodge

World Investment Advisors, LLC

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

World Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

351 advisors

Number of Clients

17,488 clients

Average Client Portfolio

$3.2M average

Assets Under Management

$56.3B

Fee Structure

Location

1400 Computer Drive, Suite 201, Westborough, MA, 01581

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Benjamin works as an independent contractor and financial advisor for Boston Harbor Wealth Advisors LLC, a support company/DBA. This activity takes nearly all of Benjamin's time, including a significant portion during trading hours.