World Market Advisors offers financial planning, consulting, and investment management services. Financial planning covers cash flow, debt management, investments, financial goals, college savings, insurance, retirement, taxes, and estate planning. Consulting services are available for specific financial issues. Investment management is tailored to individual goals and risk tolerance, with discretionary authority required. WMA also offers pension consulting to plan sponsors and bank advisory services.
Assets Under Management$55M
Clients60
Advisors2
Avg. per Client$920K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.25% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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