World Equity Group, Inc. is a registered investment advisor and broker-dealer that provides fee-based financial planning, asset allocation, and investment management services. Through its Adhesion Money Management program, World Equity Group partners with third-party money managers and internal investment advisor representatives to build and manage diversified portfolios using mutual funds, exchange-traded funds, stocks, and bonds. The firm caters to individuals, trusts, estates, charitable organizations, and businesses. World Equity Group emphasizes personalized asset allocation, regular account rebalancing, and optional tax management strategies. Representatives of World Equity Group may also offer insurance products or operate independent financial planning practices.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 0.47% |
| $75K - $750K | 0.42% |
| $750K+ | 0.35% |
Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.