TrueAdvisor
TrueAdvisor
AG
AG

Aimee P Grant

U.S. Bancorp Investments, INC.
20 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
U.S. Bancorp Investments, INC.
Compensation
Fee-Only (AUM)
Firm Size
992 advisors
Number of Clients
52,436 clients
Average Client Portfolio
$368K average
Assets Under Management
$19.3B

Fee Structure

Minimum Investment:$25K
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 - $2.0M1.35%
$2M+1.10%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

401 15th St NE, Auburn, WA, 98002

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History

Regulatory History (1)
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Criminal
November 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Investments, INC.Broker
July 2019 - Present · 6 yrs 7 mos
U.S. Bancorp Investments, INC.
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Unionbanc Investment Services, LLCBroker
May 2018 - April 2019 · 11 mos
Unionbanc Investment Services, LLC
May 2018 - April 2019 · 11 mos
J.P. Morgan Securities LLCBroker
June 2016 - April 2018 · 1 yr 10 mos
J.P. Morgan Securities LLC
June 2016 - April 2018 · 1 yr 10 mos
Wells Fargo Advisors, LLC
January 2011 - June 2016 · 5 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2011 - June 2016 · 5 yrs 5 mos
Wells Fargo Investments, LLC
November 2005 - January 2011 · 5 yrs 2 mos
Wells Fargo Investments, LLCBroker
August 2005 - January 2011 · 5 yrs 5 mos
State Registrations1 state
WA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.