Usi Advisors
Assets Under Management
$48.9B
Number of Clients
1,340
Number of Advisors
67
Average Client AUM
$36.5M
AUM per Advisor
$729.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
USI Advisors offers discretionary and non-discretionary investment supervisory services, along with investment advisory consultation services. These include investment policy statement development, asset allocation, manager search, performance evaluation, and investment program review. They also offer plan consulting services related to plan administration.
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
Location
95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033