Michael Alimo
Michael Alimo is a registered investment advisor at U.S.A. Financial & Tax Services, LLC, based in Glastonbury, CT, with 3 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S.A. Financial & Tax Services, LLC
State Registrations1 state
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