Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment services are negotiable and can be a flat dollar fee or a percentage of assets. USI Advisors may calculate and deduct fees directly from client accounts or bill separately. Clients can terminate the agreement with 30 days' written notice. Some scenarios involve the implementation of a minimum fee/charge, which will be specified in the Investment Advisory Agreement.
Areas of Practice
Advisor Information
Office location
95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Denise works as a spinning instructor at the YMCA of Greater Hartford, dedicating about 10-20% of her time. This activity is not investment-related and does not occur during trading hours.