US Fund Manager is a value-based investment advisory firm focusing on long-term investments. US Fund Manager purchases stocks of publicly traded businesses for less than their worth, aiming to preserve capital and grow wealth. US Fund Manager views stocks as ownership in businesses, emphasizing understanding the business and industry for long-term profitability. US Fund Manager does not offer general financial or retirement planning services.
Assets Under Management$67K
Clients1
Advisors1
Avg. per Client$67K
Avg. per Advisor$67K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.98% |
Fee is negotiable case by case. It might be waived base on the Advisor’s sole discretionary
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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