USI Securities is primarily a broker-dealer, conducting securities transactions for clients in return for a commission. A small part of their business involves providing investment advice to institutional plan sponsor clients. USI Securities recommends outside investment advisors to these institutional clients, who then provide either non-discretionary or discretionary advisory services. USI Securities does not directly manage investments or provide advice on individual securities.
Fee Structure
USI Securities does not directly manage investments for individuals. They provide recommendations to institutional clients who then select an outside advisor to manage their retirement plans. USI Securities does not formulate or directly provide investment advice on individual securities.