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)
U.S. Bancorp Advisors, LLC offers investment advisory services through the Personal Portfolios Wrap Program, a wrap fee program. They provide various investment strategies and engage professional investment managers. The program includes transaction execution, clearance, settlement, and custody services through National Financial Services LLC.
| 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% |
800 N. Brand Boulevard, 16th Floor, Glendale, CA, 91203