Worldwide Capital Advisors (WCA) provides investment management and financial planning services to individuals, high net worth individuals, and businesses. WCA creates investment strategies based on your goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, taxes, insurance, and college planning. WCA has the authority to make trades in your account without asking you first.
Assets Under Management$84M
Clients383
Advisors1
Avg. per Client$220K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...