World Market Advisors

Overview

World Market Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients, providing a mix of financial planning and discretionary portfolio management across retail and smaller institutional relationships. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation models are varied and include percentage-of-AUM fees as well as hourly, fixed, and other fee arrangements. The firm is not identified as an active ESG investor and is not described as a capital allocator.

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Location & Offices