World Investment Advisors offers comprehensive wealth management, ongoing portfolio supervision, and specialized investment strategies for individuals, families, businesses, and retirement plans. The firm builds customized portfolios based on personal goals, risk tolerance, and individual financial profiles. Through programs like World Managed Account Platform, World Investment Advisors gives clients access to customized advisor-managed portfolios, internal investment models, and vetted third-party money managers. In addition to investment management, the firm provides tailored financial planning that covers budgeting, tax strategies, estate planning, risk management, and retirement goals. Clients can also utilize third-party data aggregation software to track all of their financial assets in one place. World Investment Advisors operates under a legal obligation to act in your best interest when providing advice, utilizing multiple institutional custodians such as Charles Schwab and Fidelity to hold client assets.
Fee Structure
World Investment Advisors charges for investment management based on a percentage of the value of your portfolio. Fees vary depending on your specific agreement, account size, and the custodian holding your funds, but will never exceed 3.00% annually. Fees are typically calculated at an annual rate and billed monthly in advance. In addition to the portfolio management fee, you may pay technology platform fees of up to 0.05% annually (with a $100 minimum) or up to 0.15% (with a $150 minimum) if third-party managers are used. Custodian charges, brokerage commissions, and mutual fund internal expenses are separate from World Investment Advisors's fees.