U.S. Private Wealth (USPW) offers personalized financial planning and investment management. USPW starts with financial planning to understand your goals and risk tolerance, then creates a portfolio tailored to you. USPW's services may include tax planning, insurance reviews, education funding, retirement planning, and estate planning. USPW also offers Family Office services for clients with at least $25 million in investable assets.
Fee Structure
USPW charges a percentage of your portfolio each year for investment management. The maximum annual fee is 1.50%. In addition, each household pays a $59.40 annual technology fee, billed monthly. Fees are negotiable based on your circumstances. Ongoing financial planning is included with investment management at no additional cost.