Michael Alimo
Michael Alimo is a registered investment advisor at U.S.A. Financial & Tax Services, LLC, based in Glastonbury, CT, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 660 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.05% |
Fees are not negotiable. Charles Schwab clearing and custody fees range from 0.06% to 0.22%, the Overlay Manager fees range from 0.02% to 0.12% and the Model Portfolio Advisors Fees range from 0.02% to 0.75%.
Fee Estimator
Location
628 Hebron Ave, Suite 505, Glastonbury, CT, 06033
Get directionsHistory
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 ActivitiesSells Insurance
Michael has been an independent insurance agent since 2004. This activity takes about 10-20% of his time, including time during trading hours.
Employment History
Current Registrations
U.S.A. Financial & Tax Services, LLC
Previous Registrations
Cg Advisory Services
American Investment Services
Waddell & Reed, INC.
State Registrations1 state
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.