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Alan David Childs

U.S. Bancorp Investments, INC.
9 Years of Experience
3 DisclosuresBroker
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

3905 Dixie Hwy, Elsmere, KY, 41018

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History

Regulatory History (3)
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.
Financial
September 2024
Final
Financial
September 2024
Final
Financial
August 2024
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Investments, INC.
September 2021 - Present · 4 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLC
December 2017 - June 2021 · 3 yrs 6 mos
J.P. Morgan Securities LLCBroker
December 2017 - June 2021 · 3 yrs 6 mos
Strategic Advisers, INC.
March 2016 - November 2017 · 1 yr 8 mos
Fidelity Brokerage Services LLCBroker
August 2015 - November 2017 · 2 yrs 3 mos
State Registrations6 states
AZFLGAINKYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alan David Childs - Financial Advisor | TrueAdvisor