James Borda is a registered investment advisor at World Investment Advisors, LLC, based in Hammonton, NJ, with 11 years of industry experience. James 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
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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
233 Bellevue Avenue, Suite 1, Hammonton, NJ, 08037
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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
World Investments, LLCBroker
Previous Registrations
World Advisory Services
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Deutsche Bank Securities INC.Broker
State Registrations12 states
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