USAWORLD CAPITAL manages investment portfolios and provides hourly investment consultations for individuals, businesses, and retirement plans. USAWORLD CAPITAL focuses on fundamental analysis of securities like stocks, bonds, exchange-traded funds, and mutual funds to build long-term growth portfolios. Led by Kingshook Ghosh, a Chartered Financial Analyst, the firm operates with discretionary authority to buy and sell investments on behalf of clients. USAWORLD CAPITAL also manages corporate retirement accounts and provides on-site education for plan participants.
Assets Under Management$5.9M
Clients31
Advisors1
Avg. per Client$190K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Individual regular retirement accounts are charged 0.75% per year. All other accounts are charged 1.25% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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