U.S. Advisors, Inc. offers investment advisory services where they manage client portfolios, primarily using mutual funds and exchange-traded funds. They also provide financial planning and hourly financial consulting services. U.S. Advisors works with individuals, high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm establishes an appropriate asset allocation mix based on the client's goals, objectives, time horizon, and risk tolerance.
Assets Under Management$70M
Clients81
Advisors1
Avg. per Client$860K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $11.0M | 0.75% |
| $11M+ | 0.50% |
Modified fee of 0.50% is for flat fee accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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