USA Financial Securities provides financial planning, advisory account management, and guided investment strategies for individuals, corporations, and trusts. Founded in 1998 and based in Ada, Michigan, the firm offers both transaction-based and asset-based (wrap fee) account management through Pershing as custodian. Representatives assist clients with retirement planning, asset allocation, risk management, tax planning, and estate planning. The firm also offers access to third-party money managers and specialized guided investment strategies. Clients can work with representatives in an advisory capacity or through brokerage and insurance services depending on their goals and preferences.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.70% |
Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.