Mikayla Gabriel is a registered investment advisor at World Equity Group, INC., based in Albany, NY, with 2 years of industry experience. Mikayla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
80 State Street, Albany, NY, 12207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations2 states
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