U.S. Capital Wealth Advisors (USCWA) provides wealth management services to individuals, high-net-worth individuals, family offices, institutions, and businesses. These services include managing investments with and without discretion, as well as financial planning and general advice. USCWA also recommends external money managers and provides advice on accounts held at other custodians, including retirement accounts and alternative investments. USCWA tailors its services to each client's needs, considering their financial situation, goals, and risk tolerance.
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.