us
U.s. Advisors, Inc.
SEC-regulated
Registered investment advisor
U.S. Advisors, Inc. is an investment advisory firm established in 1999, with services provided by Dixie Butler, the President and CEO. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and hourly financial consulting. USA primarily recommends mutual funds and exchange-traded funds (ETFs) to clients, but may also consider individual stocks, bonds, certificates of deposit, and other investment instruments. The firm does not provide wrap fee services or recommend third-party advisors.
Clients are required to have an aggregate account value of $250,000, although this amount is negotiable. USA charges asset advisory fees based on a tiered schedule, with fees ranging from 0.50% to 1.50% depending on the account value. Financial planning and hourly financial consulting services are billed separately at $175 per hour.
USA's investment strategy focuses on establishing an appropriate asset allocation mix based on client goals, objectives, time horizon, and risk tolerance. The firm emphasizes long-term investing and may accept limitations or restrictions on client accounts. Clients have the option to direct USA to use a different broker/dealer or custodian.
The firm's code of ethics prioritizes client interests, and USA does not receive compensation for client referrals. USA does not vote on client securities or provide legal advice. Clients receive account statements directly from custodians, and USA reviews client portfolios semi-annually. Dixie Butler, the President, holds various licenses and designations, including Certified Financial Planner (CFP®), and has over 25 years of experience in the industry.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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