Usadvisors Wealth Management, LLC
Assets Under Management
$488.1M
Number of Clients
1,596
Number of Advisors
12
Average Client AUM
$306K
AUM per Advisor
$40.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
USAdvisors Wealth Management, LLC offers continuous advice on client investments based on individual needs. They manage advisory accounts and model portfolios on a discretionary basis, considering client objectives and tax implications. Financial planning is offered as a stand-alone service or as part of the Investment Management Fee, covering personal, tax, investment, insurance, retirement, death & disability, estate, and business consulting areas.
Fee Structure
USAdvisors Wealth Management charges fees based on a percentage of assets under management for both advisor-directed and model portfolio management. The maximum annual fee is 2.00%. A minimum of $25,000 in assets is typically required, but this is negotiable. Financial planning fees are determined based on the services provided and complexity of the client's circumstances, and can be charged on a fixed fee basis ($500 - $5,000 for the lower tier, $5,001 - $15,000 for the mid-level tier, and $15,001+ for the high-level tier), hourly ($200 per hour for the lower tier, $400 per hour for the mid-level tier, and $600+ per hour for the high-level tier), or monthly ($100 per month for the lower tier, $500 per month for the mid-level tier, and $1,000+ per month).
Areas of Practice
Location
15750 Venture Lane, Eden Prairie, MN, 55344