Plano, TX Office

USA Asset Management, LLC serves individual and high‑net‑worth clients as well as trusts, pension and profit‑sharing plans and other business entities, providing discretionary asset management alongside financial planning and retirement plan consulting. Services include ongoing portfolio supervision, written financial plans (project or ongoing), and the option to recommend third‑party money managers to manage part or all of a client’s portfolio.

The firm employs both fundamental and technical analysis and implements strategies ranging from long‑term and income‑oriented approaches to hedging and alternative investments, including the selective use of leveraged ETFs and options; accounts are generally reviewed at least annually and clients receive periodic reports. Portfolio management is provided under negotiated, asset‑based advisory agreements with the adviser able to trade on a discretionary basis when authorized by the client.

What distinguishes USA Asset Management from many peers is that several associated persons also act as licensed insurance agents and registered representatives, so clients may receive both advisory recommendations and commissionable insurance or brokerage product offers. The brochure also emphasizes real estate analysis as part of its planning services and the firm’s use of third‑party managers and standing letters of authorization for transfers, arrangements that can introduce additional conflicts of interest and operational considerations for clients.