Ben Meadows is a registered investment advisor at U.S. Capital Wealth Advisors, LLC, based in Georgetown, TX, with 11 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,460 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USCWA is primarily compensated through asset-based fees, which are a percentage of the assets they manage for you. These fees generally range from 0.75% to 2.0% and are negotiable. The exact fee depends on factors like the amount of assets, the services you select, and the complexity of your portfolio. Some accounts are billed monthly based on the average daily balance, while others are billed quarterly based on quarter-end values. If external managers are used, there will usually be additional fees.
Location
2004 Williams Drive, Georgetown, TX, 78628
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ben works as a financial professional at Grace Capital Management, dedicating full-time hours to assisting advisors with client relations. He also dedicates a few hours per week as an independent agent with Alpine Brokerage Group selling fixed life insurance, annuities, long-term care, and disability sales.
Employment History
Current Registrations
U.S. Capital Wealth Advisors, LLC
Previous Registrations
Dai Securities, LLCBroker
Grace Capital Management, LLC
Triad Advisors LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.