USA Asset Management (USAAM) offers investment management and financial planning services. Investment management involves ongoing supervision of client accounts with opportunities in stocks, bonds, mutual funds, and ETFs. Financial planning includes reviewing financial goals, tax strategies, asset allocation, retirement planning, and other areas like budgeting and education planning. USAAM can also recommend third-party money managers.
Assets Under Management$32M
Clients45
Advisors2
Avg. per Client$700K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...