World Equity Group, Inc
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Overview
World Equity Group, Inc is located at 425 N Martingale Rd, Schaumburg, IL. The firm employs 60 financial advisors to manage client portfolios and provide financial guidance. World Equity Group, Inc is a registered broker-dealer.
World Equity Group, Inc oversees $858.5 million in assets under management across 3,103 accounts, of which 2,838 are discretionary and 265 are non-discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The firm caters to retail investors, with retail investors being the largest client type by accounts. The fee structure at World Equity Group, Inc includes asset-based, hourly, and fixed fees. The firm maintains affiliations with a broker-dealer or securities dealer, an accountant or accounting firm, and an insurance company or agency.
World Equity Group, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
World Equity Group, Inc by the Numbers
$858.5 million
190
3,103
$276.7 thousand
Products and Services
World Equity Group, Inc offers a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. However, World Equity Group, Inc did not provide any of its clients with financial planning services in the previous financial year. The Firm does sell products or offer services other than investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually are based on the type of financial services provided. Fees charged by World Equity Group, Inc can include some blend of the following fee types: asset-based, hourly, or fixed. The firm participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with retail investors. World Equity Group, Inc's biggest client group by number of accounts is retail investors.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
World Equity Group, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at World Equity Group, Inc
Schaumburg, IL
Cary, NC
Houston, TX
Schaumburg, IL
Schaumburg, IL
Bozeman, MT
Schaumburg, IL
Schaumburg, IL
Southbridge, MA
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SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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