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How does the advisor help clients – Key Takeaways:
USAWORLD CAPITAL LLC offers a wide range of financial services and is dedicated to providing expert guidance to their clients. With a team of experienced advisors and a strong track record, USAWORLD CAPITAL LLC serves as a reliable source of financial knowledge and assistance to their clients.
Facts and Insights
As a well-established financial firm, USAWORLD CAPITAL LLC has consistently demonstrated their ability to navigate the ever-changing financial landscape. Through their expertise and insightful analysis, they have helped numerous clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 15 |
| Time in Business: | 10 years |
Financial Services Offered
USAWORLD CAPITAL LLC offers a range of services to help clients manage and grow their wealth. These services include investment management, retirement planning, tax planning, and estate planning.
Client Types
USAWORLD CAPITAL LLC serves a diverse clientele, including individuals, families, and business owners. They have experience working with clients of all ages and financial backgrounds, providing customized solutions to meet their specific needs.
Fees & Compensation
USAWORLD CAPITAL LLC is committed to transparency when it comes to fees and compensation. They work on a fee-only basis, meaning they do not receive commissions or any type of compensation from the investments they recommend to clients. This model ensures that the advisors’ recommendations are always in the best interest of the client.
Background
USAWORLD CAPITAL LLC was founded by a team of financial experts who shared a common goal – to provide top-notch financial services to their clients. With a combined experience of over 50 years in the industry, the advisors at USAWORLD CAPITAL LLC bring a wealth of knowledge and expertise to the table.
Financial Advisor Disclosures to Know
As a registered investment advisor, USAWORLD CAPITAL LLC is required to disclose certain information to clients. This includes their fees, any potential conflicts of interest, and their disciplinary history, if any. Clients can access this information through the SEC’s Investment Adviser Public Disclosure website.