U.S. Bancorp Advisors, LLC
Assets Under Management
$1.5B
Number of Clients
3,279
Number of Advisors
172
Average Client AUM
$462K
AUM per Advisor
$8.8M
Compensation
Fee-Only (AUM)
About This Firm
U.S. Bancorp Advisors, LLC offers investment advisory services through the Personal Portfolios Wrap Program, a wrap fee program where clients pay a single asset-based fee for investment advice, brokerage transactions, and custody. The firm contracts with FIWA for technology and administration. Clients can choose from various investment strategies and Investment Managers. The program may not be suitable for clients with short-term investment horizons or those who want to direct their own investments.
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 - $4.0M | 1.35% |
| $4.0M - $7.0M | 1.10% |
| $7M+ | 1.10% |
The financial advisor’s fee, which is included in the Portfolio Fee, may be negotiable.
Fee Estimator
You'll pay a quarterly fee based on the size of your account. This fee covers investment advice, portfolio administration, and brokerage services. The fee is calculated as a percentage of your assets, with rates decreasing as your account size increases. The financial advisor's fee, which is included in the Portfolio Fee, may be negotiable. Additional fees may apply for Tax and Values Overlay services. The fee schedule below does not include additional fees that may be incurred in connection with Tax and Values Overlay services. The amount of these fees will be disclosed in the client’s SIS to the extent the services have been selected by the client. The Wrap Program Fee ranges described below also may not include certain fees that apply in connection with the services provided by FIWA. These fees are described in further detail in FIWA’s Form ADV Part 2A.
Areas of Practice
Location
800 N. Brand Boulevard, 16th Floor, Glendale, CA, 91203