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The World Changers Investments, LLC

Updated today

Client assets under management

$9,637,148

Clients

32

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

16

Very Low

Average account size

$301,161

About

The World Changers Investments, LLC provides investment management and co-advisory services to individuals, families, trusts, estates, charitable organizations, businesses and institutional investors, including pension and profit-sharing plans. The firm works with third-party asset managers to implement portfolios and reports about $9.64 million in assets under management across 32 client relationships with two advisors.

TWCI’s approach centers on assessing clients’ financial needs and risk profiles and then selecting appropriate model or customized strategies available through third-party money managers (for example, Summit Global Investments and Betterment). TWCI does not hold client assets itself and relies on custodial statements and manager reports while third-party managers typically exercise discretionary trading authority under separate agreements.

Notably, TWCI has ties to the insurance industry: several personnel are licensed insurance agents and a related person operates as The World Changers Agency, a relationship that is less common among firms of this size. The firm also emphasizes sub‑advisory relationships and manager selection rather than proprietary portfolio management, and it does not vote client proxies, which delineates trading and proxy responsibilities for clients.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies

Occupation focus

Founder/Business Owner

Fee options

Percentage

Maximum of 2% annually, fees charged by third-party asset managers on a monthly basis in arrears, with potential for lower fees at discretion

Main office location

The World Changers Investments, LLC

7700 N. Kendall Drive, Suite 509

Miami FL 33156, United States

Number of offices

1

Most active in

Florida · Georgia · New York · North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Fradel B

ChFC®, Series 63, Series 65

Miami, FL

The World Changers Investments, LLC

Fradel Barber is a financial advisor with The World Changers Investments, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience and has held roles at multiple firms, including Transamerica Financial Advisors and Oxford Tax Partners. Barber is also CEO of an online education platform, The World Changers Network, LLC. The World Changers Investments, LLC, formed in 2023, provides investment management through co-advisory and sub-advisory arrangements to a diverse client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm offers model-based and customized investment strategies and works with third-party managers to deliver portfolio management and pension consulting services.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Kimberly G

Series 63, Series 65

Valley Stream, NY

The World Changers Investments, LLC

Kimberly Gilgeours is a financial advisor with The World Changers Investments, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Transamerica Financial Advisors, Inc., World Financial Group, and AFlac. She is also involved with Butterfly Focus Public Speak, a public speaking venture. The World Changers Investments, LLC is a state-registered investment adviser formed in 2023 that provides investment management through co-advisory and sub-advisory arrangements to a diverse client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm offers model-based and customized strategies, working with third-party managers and a range of custodians, and serves a variety of client types beyond typical retail and high-net-worth households.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
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