USAA Investment Management Company Review


Trust Score 85%
Trust Score info_outline
Share

USAA Investment Management Company, federally registered in 1989, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 1,435 advisors. USAA Investment Management Company manages $25 billion and provides investment advisory services for 143,792 clients (1:101 advisor/client ratio).

Fees vary. Please contact an adviser for details.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 101 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees vary. Please contact an adviser for details.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $176,086
Hybrid Advisor Yes
Disciplinary History No
Total AUM $25 billion
Advisor / Client Ratio 1:101
Headquarters San Antonio, TX
SEC Filings Forms and Brochures


Questions & Answers



Get answers about USAA Investment Management Company


Ask a question question_answer


Feedback