World Financial Assets Advisory (WFAA) manages investment accounts based on periodic reviews, approximately quarterly. WFAA also provides investment advice as an incidental part of furnishing advice to clients on other matters not concerning supervisory services. Fees charged are usually hourly, based on current rates, or as part of a fixed fee arrangement for overall financial advice.
Assets Under Management$4.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.3M
Fee Structure
Investment management only (planning not offered)
World Financial Assets Advisory manages investment accounts and charges an annual fee based on a percentage of the assets they manage. These fees are usually paid quarterly in advance and are based on the month-end value of your account during the previous quarter. The fees are negotiable. The fee schedule is as follows:
- First $100,000: 2% annual fee
- Next $400,000: 1.5%
- Next $500,000: 0.75%-1%
- Over $1 Million: 0.5%-1%
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