World Trend Financial Planning Services, Ltd. is a large advisory firm based in Cedar Rapids. It manages $449.24 million of regulatory assets for 3,093 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, Arkansas, California, and 17 other states.
World Trend Financial Planning Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of World Trend Financial Planning Services, Ltd. is $449.24 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay World Trend Financial Planning Services, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of World Trend Financial Planning Services is individuals with 1,039 clients and $276.04 million of assets under management. Among the 8 most similar advisory firms, World Trend Financial Planning Services has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $449.24 million for 1,070 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
World Trend Financial Planning Services doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
World Trend Financial Planning Services, Ltd. is owned by Robert Matthew Myers. Jeremy Scott Mead has served as the Chief Investment Officer since 1 Jul 2010. Donna Sue Sanders joined the executive team most recently as the Vice President.
The principal office where World Trend Financial Planning Services, Ltd. performs its advisory services is located at 221 Third Avenue Se Suite 215, Cedar Rapids, IA 52401 The mailing address of the firm is Po Box 75006, Cedar Rapids, IA 52407. An additional office of the firm is in Cabot, AR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 319-364-3041 or by fax 319-364-4296. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at realfinancialstrategies.com.