USA Retirement Income Solutions, LLC

Overview

USA Retirement Income Solutions, LLC is a small, owner-operated wealth advisory and insurance broker that concentrates client capital in publicly traded equities while also acting as a capital allocator into third-party alternative funds. The firm delivers financial planning and portfolio management for individuals and small businesses, and supplements advisory work with selection-of-adviser services and educational workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees, reflecting a hybrid advisory and consulting posture rather than a single product-centric model. Investment activity is tilted toward exchange-traded equities, with the firm using liquid listed securities and likely ETFs to implement core equity exposure. At the same time, the firm directs some allocations to external alternative managers — specifically private equity, hedge funds and managed futures — indicating a willingness to use illiquid and specialist strategies alongside listed equities. The firm is not an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices