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U.S. Bancorp Investments Wealth Management

Automated Investor fees

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Automated Investor charges a 0.24% annual advisory fee on all assets under management. That’s just $12 per year on a $5,000 minimum investment. This fee is billed quarterly and covers all transactions, trades, transfers, rebalancing, advice and account administration. No additional fees are charged to buy or sell securities. Fund level fees go directly to fund providers and neither U.S. Bank nor U.S. Bancorp Investments receives any part of these fees.

This low fee includes:

  • A personalized portfolio tailored to your goal, time horizon and risk tolerance
  • Automated rebalancing to keep your portfolio on track with market changes
  • Low-cost investments to potentially help you make more from your investments
  • Tax-aware investing to help you save on taxes

Here are examples of what you’ll pay in fees based on assets invested:

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Automated Investor

Are you new to online investing or do you prefer to have guidance from experienced investment professionals? Tell us your goals, and we’ll invest your money for you.

Exclusively for our customers, log in to usbank.com to open an account today or call 866-758-8655.

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Please note:

  • Automated Investor requires a $5,000 minimum investment
  • Automated Investor charges a 0.24% annual advisory fee, billed quarterly
  • There are times when additional fees may be charged. For a full detail of the additional fees, please see the Full Service and Investment Advisory Fee Schedule
  • The annual advisory fee does not include any internal mutual fund or ETF1 management, administrative or servicing fees
  • The billing cycle begins in the month following the initial portfolio rebalance
  • Fees are deducted from taxable accounts whenever possible

Automated Investor from U.S. Bancorp Investments is exclusively for our customers. Log in to usbank.com to open an account today or call 866-758-8655.

Start investing

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  1. Exchange Traded Funds (ETFs) are subject to risks similar to those of stocks, such as market risk. Investing in ETFs may bear indirect fees and expenses charged by ETFs in addition to its direct fees and expenses, as well as indirectly bearing the principal risks of those ETFs. ETFs may trade at a discount to their net asset value and are subject to the market fluctuations of their underlying investments.

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Investment and Insurance products and services including annuities are:

Not a Deposit ● Not FDIC Insured ● May Lose Value ● Not Bank Guaranteed ● Not Insured by any Federal Government Agency

U.S. Wealth Management – U.S. Bancorp Investments is a marketing logo for U.S. Bancorp Investments.

U.S. Bancorp Investments and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 800-289-9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

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