USA Financial Formulas pays solicitors and investment advisors a portion of the fees, the Portfolio Fee as referenced in our fee schedule, that it collects from your account, monthly in arrears. The solicitors and investment advisors are not our employees; they are independent contractors. Our internal employees are salaried positions and support our business operations. The financial success of the firm benefits all employees. No employee nor the firm receives commissions, gifts, or incentives for investments made in clients' accounts.
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The information, data and opinions contained herein (1) include confidential and proprietary information belonging to USA Financial Formulas, (2) may not be copied or redistributed, (3) do not constitute investment advice by USA Financial Formulas, (4) are provided solely for informational purposes only and therefore are not an offer to buy or sell, and (5) are not warranted to be correct, complete or accurate. Past performance is not an indication of future results and actual results may vary. Investing carries an inherent element of risk. No investment should be made in a USA Financial Formulas account without receiving and reviewing the USA Financial Formulas ADV. SEC File No. 801-68276. SEC Registration does not imply a certain level of skill or training.