Brian Kulik

Usi Advisors

11 Years of Experience

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Firm Information

Usi Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

67 advisors

Number of Clients

1,340 clients

Average Client Portfolio

$36.5M average

Assets Under Management

$48.9B

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.

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Areas of Practice

Retirement Planning

Advisor Information

Office location

95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033

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Regulatory History

Clean regulatory record

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.