Michael Walters
Michael Walters is a registered investment advisor at USA Financial Formulas Corporation, based in Ada, MI, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,608 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USA Financial Formulas charges a percentage of your portfolio each year. The specific percentage depends on the strategy you choose. Here are some examples:
- Buffered ETF Strategy: 0.50% per year
- Bond Bull-Bear: 0.75% per year
- Freedom N100: 0.95% per year
- O'Shares Chairman Blend with BOSS: 0.70% per year
These fees cover the cost of developing the investment criteria, implementing the strategy, and monitoring its performance. The fees are deducted directly from your account each month.
Location
6020 E. Fulton Street, Ada, MI, 49301
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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 Activities
Michael is the CEO of USA Financial LLC and holds positions in several other entities including WaltEnd Financial Ltd, WaltEnd Equity LLC, Walters Family Real Estate Investments, and Swing Equity. These activities range from full-time leadership at USA Financial to minimal time spent on real estate and investment oversight.
Employment History
Current Registrations
USA Financial Formulas Corporation
USA Financial Securities Corporation
USA Financial Securities LLC
USA Financial Securities LLCBroker
Previous Registrations
Lifeusa Securities, INC.Broker
Investors Capital CORP.Broker
State Registrations51 states
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.