World Capital Advisors (WCA) offers investment advice, asset management, and financial planning tailored to individual client needs. WCA reviews client financial information to recommend suitable investment products and programs. WCA may use third-party investment advisors. WCA also provides financial planning services on an hourly or flat-fee basis, covering estate, investment, retirement, and business succession planning.
Assets Under Management$62M
Clients45
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$5K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annualized advisory fee is 1.5%. Total maximum annualized fee, including all third-party fees and the Firm’s advisory, will not exceed 2.25%. The Firm’s advisory fee on such accounts may be negotiable for clients with multiple accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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