US Capital Wealth Management provides investment consulting and investment management services. US Capital designs investment plans that may include ETFs, stocks, bonds, and third-party mutual funds. US Capital assists clients in analyzing needs, setting objectives, developing asset allocation models, and selecting managers to implement the asset allocation plan and to make specific investments. US Capital monitors investment performance on an ongoing basis.
Assets Under Management$25M
Clients50
Advisors6
Avg. per Client$490K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Financial Planning services are included in the above fees. Different fee structures may be available upon request. US Capital will not enter into a contract that will charge an asset-based fee of more than 3% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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