World Capital Advisors, LLC

Assets Under Management

$62.0M

Number of Clients

45

Number of Advisors

3

Average Client AUM

$1.4M

AUM per Advisor

$20.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

World Capital Advisors, LLC provides investment advice, asset management, and fee-based financial planning tailored to individual client needs. They work with third-party managers and offer financial planning on an hourly or flat fee basis.

Fee Structure

Minimum Investment:$5K
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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Location

1636 Logan Street, Denver, CO, 80203

3 Advisors at this firm