USA 401K, LLC provides ongoing portfolio management based on individual client goals and risk tolerance. The firm creates an Investment Policy Statement for each client. USA 401K, LLC also offers pension consulting services to employee benefit plans. The firm generally limits its investment advice to equities, but may use fixed income and index funds to diversify portfolios. Financial planning services are offered at no additional charge.
Assets Under Management$8.1K
Clients12
Advisors1
Avg. per Client$680
Avg. per Advisor$8.1K
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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