,
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $50 billion | 500+ | 20+ years |
Financial Services Offered
- Wealth management
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning and trust services
- Insurance and risk management
- Business succession planning
Client Types
U.S. BANCORP ADVISORS, LLC serves a diverse clientele, including:
- Individuals and families
- High-net-worth individuals
- Business owners and entrepreneurs
- Non-profit organizations
Fees & Compensation
U.S. BANCORP ADVISORS, LLC is a fee-only firm, which means that the team does not receive any commissions or incentives from recommending certain products or investments. Clients are charged a fee based on a percentage of their assets under management, ensuring that their interests are aligned with the advisor’s.
Background
U.S. BANCORP ADVISORS, LLC was founded in 1999 and has since become a trusted advisor to individuals and businesses across the nation. The firm is a subsidiary of U.S. Bank, one of the largest and most well-respected banking institutions in the United States. This affiliation gives the team access to extensive resources, further enhancing the quality of service provided to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, U.S. BANCORP ADVISORS, LLC is required to abide by strict regulatory guidelines and make certain disclosures to clients. These may include any conflicts of interest, fees and compensation, disciplinary actions, and more. The firm is committed to transparency and will readily provide this information to clients upon request.
In conclusion, U.S. BANCORP ADVISORS, LLC is a reputable and experienced financial advisor that has a proven track record of helping clients achieve their financial goals. With a client-centric approach, a wide range of services, and a team of experts, the firm is well-equipped to assist individuals, families, and businesses with their financial needs.