USAdvisors Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, charities, corporations, and trusts. Investment management is offered through advisor-directed portfolios and model portfolios. Financial planning is offered as a stand-alone service covering personal finances, taxes, investments, insurance, retirement, estate planning, and business consulting. Some services are provided in cooperation with Osaic Wealth Inc.
Fee Structure
USAdvisors Wealth Management offers investment management services with fees based on a percentage of your portfolio. The exact fee can vary depending on the complexity of your assets and the specific advisor you work with, but the maximum annual fee is 2.00%. A minimum of $25,000 is typically required to use this service, but this is negotiable. Fees are billed monthly. USAdvisors Wealth Management also offers model portfolio management with similar fee structures.