World Trends Wealth Management specializes in managing client portfolios. They consider your employment status, cash reserves, retirement account values, age, retirement date, income, and risk tolerance to develop an investment strategy. They monitor and adjust portfolios accordingly, using stocks, bonds, mutual funds (including ETFs), government securities, foreign exchange, and options. They tailor their services to meet your individual needs through consultations and analysis of your current investments.
Assets Under Management$9M
Clients12
Advisors1
Avg. per Client$750K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.80% |
| $2M+ | 1.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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