Union Strategic Advisors (USA) offers investment management services on both discretionary and non-discretionary bases to individuals, high net worth individuals and families, trusts, estates, business entities, qualified retirement plans, and donor-advised funds. Financial planning is generally provided to USA Wrap Fee Program clients. USA also provides business consulting services to small and medium-sized businesses, offering advice on growth strategies, value enhancement, exit strategies, and tax considerations.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual investment management services fee ranges up to 1.00%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.