The World Changers Investments, LLC logo

The World Changers Investments, LLC

Updated today

Client AUM

$10,891,900

Clients

360

Advisors

2

across 2 offices

About

The World Changers Investments, LLC provides investment management and sub‑advisory services to a mix of individuals, families, trusts, estates, charitable organizations, businesses and institutional investors, including pension and profit‑sharing plans. Its services focus on selecting third‑party money managers, offering portfolio management through co‑advisory agreements and providing pension consulting.

TWCI’s investment representatives assess clients’ financial needs, goals and risk tolerance and then recommend model‑based or customized portfolios available through third‑party asset managers such as Summit Global Investments, Betterment and The Pacific Financial Group. The firm does not exercise trading discretion itself; recommended managers execute trades, maintain custodial relationships and handle fee processing under their own agreements with clients.

Notably, TWCI reports all of its $10.9 million in assets under management as non‑discretionary, so clients retain decision authority while third‑party managers implement strategies. The firm also has an affiliation with an insurance agency and several personnel are licensed insurance agents, and it relies on third‑party custodians (for example, Charles Schwab, Interactive Brokers, Fidelity and Betterment Securities) and does not vote client proxies.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

Up to 2% (maximum fee charged by TWCI) - actual fee may be less and is determined by third-party asset managers

Main office

See office

7700 N. Kendall Drive, Suite 509

Miami FL 33156

Advisors at this office

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

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 at The World Changers Investments, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Barber has held various roles including leadership positions with The World Changers Network, an online education platform, and The World Changers Agency, an insurance agency. The World Changers Investments, LLC provides investment management and sub-advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm focuses on recommending model-based or customized portfolios through third-party asset managers, maintaining a non-discretionary approach that allows clients to retain decision authority.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Kimberly G

Series 63, Series 65

Lynbrook, NY

The World Changers Investments, LLC

Kimberly Gilgeours is a financial advisor at The World Changers Investments, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Transamerica Financial Advisors and Benefit Mall. Kimberly has been involved with Butterfly Focus Public Speak, a public speaking initiative, from 2020 to 2023. The World Changers Investments, LLC offers investment management and sub-advisory services to individuals, families, trusts, charitable organizations, businesses, and institutional investors. The firm focuses on third-party money manager selection and portfolio management through co-advisory agreements, providing non-discretionary advisory services where clients retain authority over investment decisions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")