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  US Bank

US Bank

in Investment Advisors from US Bank

Unaffiliated

US Bank

Unaffiliated

in Investment Advisors from US Bank

SuperMoney Net Recommendation Score 0% Recommendation score measures the loyalty between a provider and a consumer. It's at +100% if everybody recommends the provider and at -100% when no one recommends.

Mostly recommended

1 user recommends
0 users are unsure
1 user doesn't recommend
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Highlights
Highlights
Community Rating Mostly recommended
Minimum Account $5,000
Management Fee 0% - 0.5%
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Feature Breakdown

Monthly Fee $0
Investment Expense Ratios Starting at 0.08%
Annual Fee $40
Management Fee 0% - 0.5%
Commission Based  
Fee Based  
Account Transfer Fee $0 - $75
Account Termination Fee $0 - $75
Minimum Account $5,000
Software Managed  
Independent/Registered Investment Advisor  
Accounts Supported
  • 529 College Savings Plans
  • Custodial Accounts
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • Trusts
Tax Strategies
  • Daily Tax-loss Harvesting
Automatic Rebalancing  

US Bank Community Reviews

 
 

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