Assets Under Management
$397.1M
Number of Clients
678
Number of Advisors
N/A
Average Client AUM
$586K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
US Financial Advisors provides investment advisory and financial planning services. They offer discretionary and non-discretionary asset management, investment consulting, segmented plans, hourly consultations, personal financial checkups, and qualified plan reviews. Services are tailored to client needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2M+ | 1.50% |
Fees are negotiable.
30 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184