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US Advisory Group

Headquartered in BEVERLY, MA

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Firm Information

US Advisory Group is an investment advisor registered with the SEC. The firm, based in , has 191 clients and approximately $61,149,812 in assets under management. The firm provides portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. The firm's services are offered to high-net-worth individuals and individuals other than high-net-worth. The firm does not participate in any wrap fee programs.

US Advisory Group

$61.15M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

US ADVISORY GROUP has a total of 1 branch locations across the country.
location

BEVERLY, MA

Advisors at US Advisory Group

View All 2 Advisors
Unclaimed
Frederick V McDonald

RA

BEVERLY, MA

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Unclaimed
Christopher Lynch McDonald

RA

BEVERLY, MA

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Disclosures

There are no public disclosures for US Advisory Group.

Frequently Asked Questions (7)

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