Tyler Wall is a ChFC-designated registered investment advisor at World Investment Advisors, LLC, based in San Mateo, CA, with 11 years of industry experience. Tyler 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
1850 Gateway Drive, Suite 700, San Mateo, CA, 94404
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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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Current Registrations
World Investment Advisors, LLC
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Human Interest Advisors LLC
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
State Registrations1 state
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