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How does the advisor help clients – Key Takeaways:
- USI ADVISORS offers financial planning and investment advisory services to clients.
- Their team of experienced advisors provides personalized strategies and solutions to help clients achieve their financial goals.
- USI ADVISORS is committed to always putting their clients’ best interests first.
Facts and Insights
Founded in 1994, USI ADVISORS has been providing financial services for over 25 years. They currently have over $9 billion in assets under management and employ over 600 advisors across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $9 billion | 600+ | 25+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance services
- Business planning
Client Types
USI ADVISORS serves a diverse range of clients including individuals, families, small businesses, and corporations. They also offer specialized services for high-net-worth clients.
Fees & Compensation
USI ADVISORS operates on a fee-based compensation structure, meaning that they charge a percentage of the assets they manage for clients. This ensures that their interests are aligned with their clients’ and they are working towards the same goal of growing their clients’ wealth. They also offer hourly consulting services for specific needs.
Background
The team at USI ADVISORS consists of highly qualified and experienced financial professionals, including certified financial planners (CFPs) and chartered financial analysts (CFAs). This expertise, coupled with their commitment to continuously educating themselves and staying up-to-date on industry trends and best practices, allows them to provide top-notch financial advice and guidance to their clients.
Financial Advisor Disclosures to Know
As a responsible financial advisor, USI ADVISORS upholds the highest standards of transparency and disclosure. They provide all necessary disclosures to clients, including information on their compensation structure and any potential conflicts of interest. They are also registered with the Securities and Exchange Commission (SEC) and are subject to regular audits and oversight.