Andrew Tung Tran

U.S. Bancorp Advisors, LLC

26 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

U.S. Bancorp Advisors, LLC

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 Management	Annual Fee
Up to $250K	2.00%
$250K - $500K	1.80%
$500K - $1.0M	1.60%
$1.0M - $5.0M	1.35%
$5M+	1.10%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

16141 Beach Blvd, Huntington Beach, CA, 92647

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History

Regulatory History (1)

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Judgment / Lien

April 2023

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Employment History

Current Registrations

U.S. Bancorp Advisors, LLCBroker

January 2005 - Present · 21 yrs 1 mo

U.S. Bancorp Advisors, LLC

January 2005 - Present · 21 yrs 1 mo

Previous Registrations

H&r Block Financial Advisors, INC.Broker

October 2003 - January 2005 · 1 yr 3 mos

H&r Block Financial Advisors, INC.

October 2003 - January 2005 · 1 yr 3 mos

Morgan Stanley

November 1999 - November 2002 · 3 yrs

Morgan Stanley Dw INC.Broker

July 1999 - November 2002 · 3 yrs 4 mos

Prudential Securities IncorporatedBroker

September 1998 - June 1999 · 9 mos

Waldron & CO., INC.Broker

November 1997 - June 1998 · 7 mos

State Registrations17 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.