BL
BL

Brandon Stuart Linster

25 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
172 advisors
Number of Clients
3,279 clients
Average Client Portfolio
$462K average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $5.0M1.35%
$5M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

247 N El Camino Real, Encinitas, CA, 92024

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History

Regulatory History (1)
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Customer Dispute
April 2012
Denied
Other Business Activities

Brandon owns Lister Enterprises, a disk jockey and entertainment service, since 2022. He spends minimal time on this non-investment related business.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
September 2002 - Present · 23 yrs 5 mos
U.S. Bancorp Advisors, LLCBroker
September 2002 - Present · 23 yrs 5 mos
Previous Registrations
Morgan Stanley Dw INC.Broker
December 1998 - September 2001 · 2 yrs 9 mos
State Registrations24 states
AKARAZCACOCTDCFLHIIDILMEMINJNMNVNYOHORSCTNTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.