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U.S. Capital Advisors Review

U.S. Capital Advisors Review

The U.S. Capital Advisors is an integrated financial services company based in Wealth Management, Texas, with primary offices in Dulles, Texas, and Austin. Read the U.S Capital Advisors Review before availing of Institutional Services.

The company is currently on the smart list of top financial advisers in the states of Houston and Texas, with billions of assets under management.

USCA was founded in 2010 and is a fee-based financial consulting firm. Their primary service is to provide a full range of consulting services and solutions to individuals and family offices of high net worth.

It is a private company that specializes in wealth management, financial planning, capital markets, and investment management. In addition, it provides consulting services to institutions including commercial banking and public finance businesses as well as urban clients.

USCA is a wholly-owned subsidiary of LLC, founded by Patrick Mendenhall and David King. The advisory posts of the institute are as follows.

  • Chartered Financial Analyst (CFA)
  • Certified Investment Management Analyst (CIA)
  • Chartered Portfolio Manager (CPM)
  • Certified Financial Planner (CFP)

Accordingly, the company was started by a team of experienced financial industry professionals with a shared vision to provide clients with unique investment solutions.

The firm is affiliated with USCA Securities, LLC, a registered broker-dealer, and specializes in a number of other services, including energy capital-based wealth management.

Some of the company’s consultants are registered with USCA Asset Management, LLC, and manage more than $ 5 billion in AUM for their wealth management clients.

Many of the largest investment management companies deal with the firm. Accordingly, it provides its consulting services to more than 125 corporate clients.

U.S. Capital Advisors Client Types

They choose their client base mostly from people who do not have high net worth and high net worth. But they also do consult services with trusts, estates, charities, retirement plans, businesses, and government agencies.

U.S. Capital Advisors Minimum Account Sizes

The minimum account size of the U.S. Capital Advisors for new clients is $ 50,000.

Services provided by U.S. Capital Advisors

They offer a wide range of consulting services. It can be described as follows.

  • Wealth Management
    • Financial planning
      • Cash flow analysis
      • Wealth transfer planning
      • Tax planning
      • Investment planning
      • Philanthropic Plan
      • Estate planning
    • Custom portfolio management
    • Alternative investments
    • Search Investment Manager
    • Allocation of assets
    • Liquidity Management
    • Institutional Counseling
    • Stock research
    • Insurance solutions
    • Urban securities
    • Family Office Counseling and Implementation
    • Concentrated location strategies
    • Performance Reporting
    • Client cash shares and fixed income
  • Investment Management
  • Liquidity Management
  • Investment performance reporting
  • Concentrated location strategy
  • Educational seminars and workshops

U.S. Capital Fees

The firm charges consultancy fees quarterly, and consultants use both a wrapping fee program and a standard fee schedule. They account for offline fee schedule consultancy fees only. All advisory, trustee, and transaction fees are combined into one fee, and the trustee and transaction fees are charged from a separate account.

Financial planning fees cannot be specified. Clients pay a fixed fee for these services, and the exact fee rate varies depending on the time a consultant expects to spend on the financial plan.

Bottom Line

The U.S. Capital Advisors is a consulting firm dedicated to client relationships that build on providing the highest level of service. They do their utmost to provide our clients with the most appropriate, creative, and effective solutions to meet their needs.

Every family, organization, and company that connects with them is guaranteed to provide the maximum possible client experience.

They always strive to make the most of every service they do and take responsibility for fulfilling their commitments. You can find more information on their main website here.

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