U.S.A. Financial & Tax Services offers investment management services where they manage your investments based on your goals, risk tolerance, and time horizon. They may use a third-party overlay manager through Schwab. Financial consulting services, including retirement, education, and estate planning, are provided at no additional cost. Clients can impose restrictions on investments.
Assets Under Management$160M
Clients660
Advisors3
Avg. per Client$240K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.05% |
Fees are not negotiable. Charles Schwab clearing and custody fees range from 0.06% to 0.22%, the Overlay Manager fees range from 0.02% to 0.12% and the Model Portfolio Advisors Fees range from 0.02% to 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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