Usaworld Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

USAWORLD CAPITAL LLC offers investment management services for individuals, businesses, and retirement plans. They specialize in analyzing stocks, bonds, ETFs, and mutual funds to build portfolios. They also provide hourly investment advice through consultations. The firm focuses on long-term growth of capital through dividends, yields, and increasing security prices.

Assets Under Management$4.9M
Clients47
Advisors1
Avg. per Client$100K
Avg. per Advisor$4.9M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Individual Regular 401k accounts are charged 0.75% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm