USAdvisors Wealth Management, LLC
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About
USAdvisors Wealth Management, LLC provides discretionary portfolio management and standalone financial planning to individuals (both non‑high‑net‑worth and high‑net‑worth), trusts, charitable organizations and businesses. Services include advisor‑directed portfolio management, a range of model portfolio options, retirement and estate planning, and business consulting.
The firm combines fundamental analysis and asset‑allocation approaches with model portfolios constructed in consultation with multiple third‑party providers, including LSA Portfolio Analytics, Dimensional, State Street and Ladenburg Thalman Asset Management, and seeks allocations that sit on an efficient‑frontier framework. Accounts are managed on a discretionary basis, with regular suitability reviews and an opportunity to retain client securities and impose reasonable investment restrictions.
USAdvisors is notable for its operational arrangements: advisors are also registered representatives of Osaic Wealth and the firm cooperates with Osaic Wealth’s Managed Opportunities Program and clearing relationships, while certain principals maintain affiliated insurance agencies and an administrative services entity. The firm discloses potential conflicts from these dual roles (including receipt of commissions, 12b‑1 fees and other economic benefits) and does not vote client proxies, leaving proxy voting responsibility with clients.
Client services
Expertise
Occupation focus
Fee options
$500 - $15,000+ depending on service complexity
$0+: Up to 2.00% annually (maximum) $25,000+: Tiered or flat fee schedule up to 2.00% annually, negotiable by advisor
$200 - $600+ per hour depending on service complexity
$100 - $1,000+ per month depending on service complexity
Account minimum: $25,000
Main office
See office15750 Venture Lane
Eden Prairie MN 55344
Advisors at this office
5
Offices (8)
Eden Prairie, MN
15750 Venture Lane, Eden Prairie, MN 55344
5 advisors
Inver Grove Heights, MN
5774 Blackshire Path, Inver Grove Heights, MN 55076
2 advisors
Winfield, IL
Winfield, IL
2 advisors
Alexandria, VA
4875 Eisenhower Ave Ste 220, Alexandria, VA 22304
1 advisor
Arlington, VA
3100 Clarendon Blvd, Arlington, VA 22201-5330
1 advisor
Glenwood, MN
2 Franklin St S, Glenwood, MN 56334
1 advisor
Kirksville, MO
405 E Northtown Rd, Kirksville, MO 63501
1 advisor
Oakton, VA
10461 White Granite Dr Ste 300, Oakton, VA 22124
1 advisor
Most active in
Alaska · Arizona · California · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oregon · Pennsylvania · South Dakota · Tennessee · Texas · Virginia · Washington · Wisconsin
Also doing business as
Advocate Wealth Management · Axiom Value · Black Tulip · Engle Tyler & Associates · Ethos Financial · Ludewig Financial · Morton Financial Solutions · Sincere Financial · Strategic Visionaries · Usadvisors Wealth Management, LLC · Whitney Wealth Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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