U.S. Bancorp Investments, INC.

Fee-Only (% of Portfolio)

U.S. Bancorp Investments, Inc. (USBI) provides personalized financial planning services to help you assess your financial situation and achieve specific financial goals. The financial planning service ends upon delivery of the plan. You are not required to open accounts or purchase products with USBI to implement your plan. USBI also offers wrap fee advisory programs, including managed account programs.

Assets Under Management$19B
Clients52,436
Advisors42
Avg. per Client$370K
Avg. per Advisor$460M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

42 Advisors at this firm

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