US Freedom Capital Advisors provides wealth management services based on clients' individual goals, objectives, time horizon, and risk tolerance. The firm focuses on investments in real estate, healthcare, EB-5, and other investments in the United States. USFCA also provides investment advice to individuals, legal entities, and pooled investment funds.
Assets Under Management$1.4M
Clients16
Advisors1
Avg. per Client$87K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...