US Financial Advisors (USFA) offers investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, and business entities. USFA creates investment strategies based on client's financial status, objectives, and risk tolerance. USFA may refer clients to separate account managers. USFA also offers financial planning services, including reviews of cash flow, risk management, investments, retirement, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2M+ | 1.50% |
Fees are negotiable. Fees charged to the client may be higher or lower than fees charged to other clients based on the investment advisor representative providing the services, the client’s financial situation and circumstances, the amount of assets under management, the strategy or models used to manage accounts, and the complexity of the services provided.