US Asset Management provides investment management services to institutional and high-net-worth clients. They gather client data to determine needs, objectives, risk tolerance, and tax status. Recommendations can include stocks, bonds, mutual funds, and other securities. The Investment Committee reviews all client accounts. Most accounts are managed on a discretionary basis, meaning US Asset can make changes without client consent, though material changes are typically discussed.
Assets Under Management$360M
Clients48
Advisors4
Avg. per Client$7.5M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for amounts in excess of $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...