Amy L Spiker

U.S. Bancorp Advisors, LLC

15 Years of Experience

Broker

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

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Location

800 N Brand Blvd., 16th Floor, Glendale, CA, 91203

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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.

Other Business Activities

Amy is an alumni council member for Oregon Episcopal School, providing feedback on school initiatives and engaging alumni. She is also a notary public for the state of Oregon, occasionally performing notarizations without charge.