U.S. Wealth Group (USWG) offers personalized financial planning and investment management to individuals, trusts, estates, and businesses. USWG monitors and manages client accounts, reviewing portfolios at least quarterly. USWG is a fee-only firm and does not sell commission-based products. Clients engage other professionals like attorneys and accountants directly.
Assets Under Management$150M
Clients256
AdvisorsN/A
Avg. per Client$600K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on certain criteria (i.e. employees and family of employees, anticipated future additional assets, related accounts, account composition, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.