TrueAdvisor
TrueAdvisor
AK
AK

Anton Klemens

U.S. Bancorp Advisors, LLC
21 Years of Experience
1 DisclosureBroker
View SEC Summary
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 ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $5.0M1.35%
$5M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

West Linn, OR

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2013
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
October 2025 - Present · 4 mos
U.S. Bancorp Advisors, LLCBroker
October 2025 - Present · 4 mos
U.S. Bancorp Investments, INC.
October 2010 - Present · 15 yrs 4 mos
U.S. Bancorp Investments, INC.
October 2010 - Present · 15 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
October 2010 - Present · 15 yrs 4 mos
Previous Registrations
LPL Financial Corporation
December 2005 - September 2010 · 4 yrs 9 mos
LPL Financial CorporationBroker
December 2005 - September 2010 · 4 yrs 9 mos
Morgan Stanley
April 2004 - September 2005 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
February 2004 - September 2005 · 1 yr 7 mos
Quest Capital Strategies, INC.Broker
December 2003 - December 2003 · 0 mos
State Registrations3 states
CAORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.