Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.10% |
Program fee may be negotiable. U.S. Bancorp employees may pay a discounted program fee. Promotional offers that include a fee discount may be extended from time to time.
Fee Estimator
USBI charges an asset-based wrap fee for its managed account services, which may be negotiable. The fee covers various services, including investment management, administration, custody, and brokerage. The program fee is based on factors like account size, services provided, and investments utilized. Depending on the program, manager fees charged by Model Providers, Sub-Advisers, and/or Sub-Account Managers are also included in the program fee. A platform fee of 0.05% is applied to the first $250,000 of the account. There is no minimum portfolio fee.
Areas of Practice
Advisor Information
Office location
770 Carlsbad Village Dr, Carlsbad, CA, 92008
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam owns a boat rental business called Franklin Boat since June 2024. He spends minimal time on this non-investment related activity.