Boo Young Song

U.S. Bancorp Advisors, LLC

20 Years of Experience

1 DisclosureBroker

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

—

Location

1420 5TH AVENUE, 11th FLOOR, Seattle, WA, 98101

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History

Regulatory History (1)

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Employment Separation After Allegations

June 2012

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Employment History

Current Registrations

U.S. Bancorp Advisors, LLC

October 2013 - Present · 12 yrs 4 mos

U.S. Bancorp Advisors, LLCBroker

October 2013 - Present · 12 yrs 4 mos

Previous Registrations

Cetera Investment Services LLCBroker

March 2013 - October 2013 · 7 mos

Cetera Investment Services LLC

March 2013 - October 2013 · 7 mos

Strategic Advisers, INC.

January 2007 - July 2012 · 5 yrs 6 mos

Fidelity Brokerage Services LLCBroker

December 2004 - July 2012 · 7 yrs 7 mos

State Registrations27 states

AKAZCACOCTDCFLHIIDILMDMIMNMSMTNCNMNVNYOKORTNTXUTVAWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.