US Advisory Group offers investment advice tailored to clients' needs, including discretionary portfolio management and financial planning. They may use sub-advisers and model portfolios. Financial planning services range from broad-based to single-subject planning. They also offer financial consulting and family office/wealth planning services. US Advisory Group may recommend third-party money managers.
Assets Under Management$66M
Clients105
Advisors2
Avg. per Client$630K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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