U.S. Financial Advisors
Assets Under Management
$397.1M
Number of Clients
678
Number of Advisors
N/A
Average Client AUM
$586K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
US Financial Advisors, LLC (USFA) provides investment advisory and financial planning services. They offer discretionary and non-discretionary asset management, investment consulting, segmented plans, hourly consultations, personal financial checkups, and qualified plan reviews. Services are tailored to client needs and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
USFA charges an annual fee based on a percentage of assets under management, billed quarterly in advance. For financial planning services, they charge a fixed fee ranging from $1,000 to $10,000 or more, depending on complexity. Hourly rates for consultations range from $150 to $500 per hour. A minimum account value of $50,000 is generally required, but may be waived at USFA's discretion.
Areas of Practice
Location
30 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184