World Equity Group, Inc.

World Equity Group, Inc. offers the Rep Managed Wrap Fee Program, providing investment planning and management services to clients, including actively managed equity and bond market participation programs, asset allocation programs, and financial planning services. Clients work with an Investment Advisor Representative (IAR) to invest funds on a discretionary, limited discretionary, or non-discretionary basis based on personal and financial data. Clients may need brokerage accounts with TD Ameritrade Institutional, Pershing, or RBC Capital Markets. Fees for the program are negotiable, with a maximum annual fee of three percent based on account value, paid quarterly in advance. The program may cost more or less than separate services, and fees do not cover certain charges like SEC fees or transfer taxes. Clients receive regular performance evaluations and account statements. All investment strategies involve risk, and past performance does not guarantee future results. World Equity Group is a Registered Investment Advisor, independently owned and operated, not affiliated with custodians. Clients should carefully review all disclosures and documents provided.