Our principals have worked with hundreds of financial institutions and advisors. We know their difficulty entering the advisory space.  When an advisor nets ~5.5X more in a commission based product versus an advisory product, it’s difficult to make a smooth transition to the advisory platform. We believe we have solved part of the problem through efficient investment platforms. Additionally, our fee structure is one of the most competitive in the industry allowing the advisor and financial institution to be more flexible with their offering to the public. Compare our pricing model, TAMPs and investment line up to see why we feel we offer a competitive value proposition.

System.String[]

Contact Information

usadvisors wm white

Headquarters:
15750 Venture Lane
Eden Prairie, MN 55344
952.829.0000

2017 Privacy Policy

2017 Form ADV 2A

 

Strategic Partners

logos wht

Guiding Principles

guidingprinciples