World Capital Advisors offers investment advice, asset management, and fee-based financial planning tailored to each client's financial situation, goals, and risk tolerance. World Capital Advisors helps clients select appropriate investment products and programs, often partnering with third-party managers and custodians such as Charles Schwab, Fidelity, and SEI to handle portfolio execution and administration. In addition to investment management, World Capital Advisors provides financial planning covering estate planning, retirement planning, and business succession planning, delivered through hourly consultations or flat-fee projects. The firm works with individuals, retirement plans, trusts, estates, and business entities. World Capital Advisors exercises limited discretionary authority over client accounts when authorized by a signed agreement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum advisory fee is 1.50%. Total combined fees including third-party manager fees will not exceed 2.25%. Fees may be negotiable for clients with multiple accounts.