Get one-on-one investment help with advisor referral
Our Advisor Direct® referral program gets you an introduction to an independent Registered Investment Advisor (RIA). If you decide to engage in their services, they will work with you to develop customized investment strategies around goals which may include portfolio management, retirement planning, and tax, trust and estate planning.
How AdvisorDirect works
- A USB financial consultant will help you identify an independent RIA near you to arrange a face-to-face meeting
- You’ll have a free consultation to become comfortable with their approach and discuss your financial goals
- If it’s a good fit, they’ll work with you to create a management approach for your portfolio, including best strategies for your goals, and how involved you’ll be in the decision‐making process
Personalized service, flexible support
Your independent RIA is responsible for understanding your wealth-related needs and plans for the future, providing you with objective advice based on your goals. Whether you opt for a hands-on or hands-off approach, your RIA should provide the level of support needed to effectively create and manage your portfolio.
Your best interest in mind
It's an RIA's fiduciary and legal duty to act in your best interest.
Every independent RIA participating in the AdvisorDirect program has met our proprietary eligibility requirements.
With a straightforward fee structure, RIAs typically charge a percentage of your managed assets, so it’s in their best interest to make portfolio recommendations consistent with your needs and objectives.