Worldwide Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Worldwide Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities, and also offers shorter consultation services for specific topics. The firm’s brochure discloses affiliated tax-preparation and insurance activities through a related accounting practice and insurance agency that are offered to clients for separate compensation.
The firm develops individualized investment programs based on clients’ goals, time horizons and risk tolerances, and implements those programs on a discretionary basis using methods such as fundamental, technical, charting and cyclical analysis; accounts are reviewed at least annually with attention to asset allocation, rebalancing and tax-loss harvesting. Financial plans range from comprehensive plans to topic-specific consultations and are delivered on a set timeline contingent on client-provided information.
Distinctive features include an unusually large client load for a single-advisor independent firm (the brochure reports 541 clients and roughly $90 million in discretionary AUM) and an explicit affiliation with a tax-preparation business (disclosed as an enrolled-agent practice consuming roughly a quarter of the owner’s time) alongside insurance activities. The firm also accepts corporate/business clients, and the brochure describes disclosures and procedures the firm uses to address conflicts that may arise from those affiliated services.
Client services
Expertise
Fee options
$0 - $250,000: 1.75% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually
$250 per hour
Main office
13317 Reeck Ct
Southgate MI 48195
Advisors at this office
1
Most active in
Florida · Georgia · Michigan · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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