Us Advisory Group

US Advisory Group, based in Beverly, MA, has been providing investment advisory services since January 1, 1996. The firm is a registered investment adviser primarily owned by Frederick McDonald III, Christopher McDonald, and Frederick V. McDonald, Jr. US Advisory Group offers discretionary portfolio management services, financial planning services, and financial consulting services. The firm's investment strategies include charting analysis, technical analysis, fundamental analysis, cyclical analysis, and modern portfolio theory. Clients can expect to pay an annual fee of 1.25% for assets up to $1 million and 1.00% for assets above $1 million for portfolio management services. The firm does not participate in wrap fee programs and primarily advises on ETFs and mutual funds. US Advisory Group manages $61,149,812 in client assets on a discretionary basis as of January 30, 2025. The firm acts as a fiduciary and does not accept performance-based fees or engage in side-by-side management. Clients have the option to grant the firm investment discretion, and the firm does not vote client securities. US Advisory Group does not have any disciplinary information to report and does not have custody of client funds. The firm's principals, Chris McDonald and Tucker McDonald, have educational backgrounds in finance and extensive experience in the financial industry. They are also registered representatives with LPL Financial LLC. Clients can contact the firm at 781-246-0222 for more information.