How does the advisor help clients – Key Takeaways:
U.S. GLOBAL INVESTORS, INC. provides expert financial advice and services to a diverse range of clients. With years of experience and a team of knowledgeable advisors, the company helps clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 1968, U.S. GLOBAL INVESTORS, INC. has been providing top-notch financial services to clients for over 50 years. As a registered investment advisor, the company is dedicated to helping clients grow and preserve their wealth through strategic investment strategies and personalized financial planning.
The company is headquartered in San Antonio, Texas and has a team of over 50 advisors and professionals who possess a wealth of expertise and knowledge in the financial industry. This allows U.S. GLOBAL INVESTORS, INC. to provide clients with comprehensive and tailored financial solutions that meet their unique needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $2.5 billion (as of December 2019) |
|---|---|
| Number of Advisors: | 50+ |
| Time in Business: | Over 50 years |
Financial Services Offered
U.S. GLOBAL INVESTORS, INC. offers a wide range of financial services designed to meet the needs of individual clients, families, and businesses. These services include investment management, financial planning, tax planning, and retirement planning. The company also provides access to a variety of investment products such as stocks, bonds, mutual funds, and exchange-traded funds.
Client Types
U.S. GLOBAL INVESTORS, INC. caters to a diverse client base, including high-net-worth individuals, retirees, and small business owners. The company also serves institutional clients, including corporate pension plans, endowments, and foundations.
Fees & Compensation
U.S. GLOBAL INVESTORS, INC. operates on a fee-only basis, meaning they do not receive commissions for recommending or selling financial products. This allows the company to provide unbiased advice and recommendations that are in the best interest of their clients. The fees charged by the company are based on a percentage of assets under management and may vary depending on the services provided.
Background
The founder and CEO of U.S. GLOBAL INVESTORS, INC. is Frank Holmes, a highly respected figure in the financial industry. He has over 30 years of experience in the investment world and is a frequent guest on financial news networks such as CNBC and Fox Business. Under his leadership, the company has grown to become a leader in providing innovative, strategic, and personalized financial solutions.
Financial Advisor Disclosures to Know
U.S. GLOBAL INVESTORS, INC. is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). The company has a strict code of ethics and a transparent disclosure policy, providing clients with all the necessary information to make informed decisions about their financial future.
In conclusion, U.S. GLOBAL INVESTORS, INC. is a trusted and experienced financial advisor that helps clients achieve their financial goals through customized solutions and expert advice. With a strong focus on transparency and client satisfaction, the company stands out in the industry and continues to be a top choice for individuals, families, and businesses seeking financial guidance.