Assets Under Management
$19.3B
Number of Clients
52,436
Number of Advisors
992
Average Client AUM
$368K
AUM per Advisor
$19.5M
Compensation
Fee-Only (AUM)
USBI provides managed account services through the USBI Personal Portfolios Wrap Program. Services include investment strategy development, portfolio construction (mutual funds, ETFs, individual equities, fixed income, SMAs, etc.), brokerage, and quarterly performance reporting. Envestnet is a sub-adviser.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.10% |
Fees may be negotiable.
60 Livingston Avenue, Ep-Mn-N2Wc, Saint Paul, MN, 55107