US Wealth Management Advisors (USWMA) is a platform company offering investment advisory and financial planning services. USWMA manages client assets on a non-discretionary basis, meaning clients authorize all transactions. USWMA provides recommendations based on the client's goals, risk tolerance, and financial situation. USWMA's services are available for corporate, institutional, family office, and individual clients, including high-income and high-net-worth individuals.
Fee Structure
US Wealth Management Advisors offers investment management for client assets. They provide recommendations, but you authorize all transactions. The annual management fee can be up to 2% of your portfolio, and it's negotiable based on factors like the size of your account and the complexity of your situation. Fees are charged quarterly.