World Trends Wealth Management is a registered investment advisor based in Waxhaw, North Carolina, owned and operated solely by Walter Bahr. The firm specializes in managing client investment portfolios using a conservative approach focused on fundamental security analysis. World Trends Wealth Management builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, government securities, foreign exchange, and options, while tailoring strategies to each client's individual financial situation, risk tolerance, and personal goals. Clients can also impose specific ethical or personal restrictions on their investments.
Assets Under Management$12M
Clients12
Advisors1
Avg. per Client$1M
Avg. per Advisor$12M
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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