World Market Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$54,972,729
Total clients
60
40% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
30
Average account size
$916,212
Client services
Fee options
Lightning Plan: $350 one-time; Comprehensive Plan: $3,500 one-time; Agile Plan subscription: $139/month; Pension Consulting: $25,000 fixed fee, billed quarterly; Bank Advisory Services: $25,000 fixed fee, billed quarterly
$0 - $1,000,000: 1.00% annually Over $1,000,000 - $5,000,000: 0.60% annually Over $5,000,000+: 0.25% annually
$350 per hour, billed in 15-minute increments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
World Market Advisors
Hanover NH, United States
Number of offices
1
Forms ADV
Quick links
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