USA Financial Formulas manages investment strategies using a step-by-step, objective stock-selection process to eliminate human emotion from investing. The firm offers various "Portformulas," each designed with a specific investment goal. USA Financial Formulas does not tailor investment advice to individual needs but offers strategies through third-party platforms, serving as a sub-advisor for USA Financial Exchange’s platform.
Fee Structure
USA Financial Formulas charges a percentage of your portfolio each year. The specific percentage depends on the strategy you choose. Here are some examples:
- Buffered ETF Strategy: 0.50% per year
- Bond Bull-Bear: 0.75% per year
- Freedom N100: 0.95% per year
- O'Shares Chairman Blend with BOSS: 0.70% per year
These fees cover the cost of developing the investment criteria, implementing the strategy, and monitoring its performance. The fees are deducted directly from your account each month.