BM
BM

Bernadette Elizabeth Mccartan

21 Years of Experience
Broker
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
Loading...

Location

12801 Central Ave, Chino, CA, 91710

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
June 2025 - Present · 8 mos
U.S. Bancorp Advisors, LLC
June 2025 - Present · 8 mos
U.S. Bancorp Advisors, LLC
June 2025 - Present · 8 mos
U.S. Bancorp Investments, INC.
July 2010 - Present · 15 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
July 2010 - Present · 15 yrs 7 mos
U.S. Bancorp Investments, INC.
July 2010 - Present · 15 yrs 7 mos
Previous Registrations
Chase Investment Services CORP.
May 2009 - June 2010 · 1 yr 1 mo
Chase Investment Services CORP.Broker
May 2009 - June 2010 · 1 yr 1 mo
Wamu Investments, INC.
July 2008 - May 2009 · 10 mos
Wamu Investments, INC.Broker
October 2004 - May 2009 · 4 yrs 7 mos
Clark Securities, INC.Broker
October 2002 - September 2003 · 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.