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Clients can choose full advisory services or lower-cost self-directed investing.","Pros",{"_uid":1135,"text":1136,"title":1184,"component":998},"570a660e-b7af-47b7-85e2-2e1d244e0fe8",{"type":15,"content":1137},[1138],{"type":928,"content":1139},[1140,1151,1162,1173],{"type":931,"content":1141},[1142],{"type":18,"attrs":1143,"content":1144},{"textAlign":34},[1145,1149],{"text":1146,"type":22,"marks":1147},"High advisory fees:",[1148],{"type":38},{"text":1150,"type":22}," Wrap fees range from 1.1%–2%, higher than many competitors.",{"type":931,"content":1152},[1153],{"type":18,"attrs":1154,"content":1155},{"textAlign":34},[1156,1160],{"text":1157,"type":22,"marks":1158},"High entry requirements:",[1159],{"type":38},{"text":1161,"type":22}," Service tiers require minimum investments or high net worth.",{"type":931,"content":1163},[1164],{"type":18,"attrs":1165,"content":1166},{"textAlign":34},[1167,1171],{"text":1168,"type":22,"marks":1169},"Additional underlying 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themselves.",{"type":931,"content":1203},[1204],{"type":18,"attrs":1205,"content":1206},{"textAlign":34},[1207,1211,1213,1217],{"text":1208,"type":22,"marks":1209},"Investors needing integrated services",[1210],{"type":38},{"text":1212,"type":22}," – individuals who want ",{"text":1214,"type":22,"marks":1215},"investment, banking, lending, and estate services",[1216],{"type":38},{"text":1218,"type":22}," in one place.",{"type":931,"content":1220},[1221],{"type":18,"attrs":1222,"content":1223},{"textAlign":34},[1224,1228,1230,1233],{"text":1225,"type":22,"marks":1226},"People with moderate to high assets",[1227],{"type":38},{"text":1229,"type":22}," – entry starts around ",{"text":914,"type":22,"marks":1231},[1232],{"type":38},{"text":1234,"type":22},", with higher tiers suited to high-net-worth and ultra-wealthy clients.",{"type":931,"content":1236},[1237],{"type":18,"attrs":1238,"content":1239},{"textAlign":34},[1240,1244],{"text":1241,"type":22,"marks":1242},"Clients with complex financial needs",[1243],{"type":38},{"text":1245,"type":22}," – those who benefit from access to specialists (e.g., tax, trust, and estate professionals).",{"type":931,"content":1247},[1248],{"type":18,"attrs":1249,"content":1250},{"textAlign":34},[1251,1255],{"text":1252,"type":22,"marks":1253},"Investors comfortable with higher fees",[1254],{"type":38},{"text":1256,"type":22}," – better suited to those willing to pay for full-service, advisor-driven support","Who is US Bank Wealth Management best for?",{"id":1259,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1260,"copyright":12,"fieldtype":1261,"meta_data":1262,"is_external_url":543},123119660815159,"https://a.storyblok.com/f/185166/300x300/0f37963f2e/us-bank-wealth-management-reviews.webp","asset",{},"US Bank Wealth Management","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","company-summary-box","US Bank Wealth Management provides advisor-led investment management and financial planning for individuals and families who want personalized guidance rather than a digital or DIY platform","Not sure if US Bank wealth management suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1269,"data":1270,"component":807},"b294bc1b-3cfd-4afd-b79c-8eca5445a822",{"type":15,"content":1271},[1272,1281,1289,1297,1305,1314,1396,1404,1486,1494,1502,1511,1531,1539,1561],{"type":773,"attrs":1273,"content":1274},{"level":775,"textAlign":34},[1275],{"text":1276,"type":22,"marks":1277},"What are the pros and cons of US Bank Wealth Management?",[1278,1280],{"type":129,"attrs":1279},{"color":771},{"type":38},{"type":18,"attrs":1282,"content":1283},{"textAlign":34},[1284],{"text":1285,"type":22,"marks":1286},"US Bank Wealth Management offers an advisor-led model with multi-tiered services that range from collaborative investing to support for ultra-high-net-worth (UHNW) individuals.",[1287],{"type":129,"attrs":1288},{"color":771},{"type":18,"attrs":1290,"content":1291},{"textAlign":34},[1292],{"text":1293,"type":22,"marks":1294},"Its strengths include personalized guidance and access to banking, lending, trust, and estate specialists, creating a full service for clients with more complex financial needs.",[1295],{"type":129,"attrs":1296},{"color":771},{"type":18,"attrs":1298,"content":1299},{"textAlign":34},[1300],{"text":1301,"type":22,"marks":1302},"However, the service has high fees under its MAS program, and most offerings are tailored toward wealthier clients, which limits accessibility for investors with smaller portfolios.",[1303],{"type":129,"attrs":1304},{"color":771},{"type":773,"attrs":1306,"content":1308},{"level":1307,"textAlign":34},3,[1309],{"text":1310,"type":22,"marks":1311},"The pros of US Bank Wealth Management:",[1312],{"type":129,"attrs":1313},{"color":771},{"type":928,"content":1315},[1316,1332,1348,1364,1380],{"type":931,"content":1317},[1318],{"type":18,"attrs":1319,"content":1320},{"textAlign":34},[1321,1327],{"text":1322,"type":22,"marks":1323},"Multi-tier service levels tailored to client wealth and complexity:",[1324,1326],{"type":129,"attrs":1325},{"color":771},{"type":38},{"text":1328,"type":22,"marks":1329}," The platform offers four distinct service categories, which are collaborative investing, wealth management, private wealth services, and ultra high net worth. Each tier offers a different depth of advisor support and specialized services.",[1330],{"type":129,"attrs":1331},{"color":771},{"type":931,"content":1333},[1334],{"type":18,"attrs":1335,"content":1336},{"textAlign":34},[1337,1343],{"text":1338,"type":22,"marks":1339},"Clear, tiered service structure with defined eligibility levels: ",[1340,1342],{"type":129,"attrs":1341},{"color":771},{"type":38},{"text":1344,"type":22,"marks":1345},"US Bank has four service tiers, which are Wealth Connect, Wealth Management, Private Wealth Services, and Ascent Private Capital Management, each with set asset or net-worth thresholds. This allows clients to understand which level they qualify for and the type of advisor support they’ll receive.",[1346],{"type":129,"attrs":1347},{"color":771},{"type":931,"content":1349},[1350],{"type":18,"attrs":1351,"content":1352},{"textAlign":34},[1353,1359],{"text":1354,"type":22,"marks":1355},"Access to dedicated advisors and multidisciplinary teams: ",[1356,1358],{"type":129,"attrs":1357},{"color":771},{"type":38},{"text":1360,"type":22,"marks":1361},"Clients receive one-on-one advice from wealth professionals and, at higher tiers, work with specialists across investments, credit, estate planning, and philanthropy.",[1362],{"type":129,"attrs":1363},{"color":771},{"type":931,"content":1365},[1366],{"type":18,"attrs":1367,"content":1368},{"textAlign":34},[1369,1375],{"text":1370,"type":22,"marks":1371},"Strong integration with US Bank’s banking and lending services: ",[1372,1374],{"type":129,"attrs":1373},{"color":771},{"type":38},{"text":1376,"type":22,"marks":1377},"It combines investment advice with specialized credit solutions, tailored banking, and trust and estate services.",[1378],{"type":129,"attrs":1379},{"color":771},{"type":931,"content":1381},[1382],{"type":18,"attrs":1383,"content":1384},{"textAlign":34},[1385,1391],{"text":1386,"type":22,"marks":1387},"Availability of both advisor-led and DIY options: ",[1388,1390],{"type":129,"attrs":1389},{"color":771},{"type":38},{"text":1392,"type":22,"marks":1393},"Although not part of Wealth Management directly, US Bank also offers DIY investing accounts, allowing clients to choose a low-cost option if they do not require advisor-led services.",[1394],{"type":129,"attrs":1395},{"color":771},{"type":773,"attrs":1397,"content":1398},{"level":1307,"textAlign":34},[1399],{"text":1400,"type":22,"marks":1401},"The cons of US Bank Wealth Management:",[1402],{"type":129,"attrs":1403},{"color":771},{"type":928,"content":1405},[1406,1438,1454,1470],{"type":931,"content":1407},[1408],{"type":18,"attrs":1409,"content":1410},{"textAlign":34},[1411,1417,1422,1433],{"text":1412,"type":22,"marks":1413},"High advisory fees for the wrap fee structure:",[1414,1416],{"type":129,"attrs":1415},{"color":771},{"type":38},{"text":1418,"type":22,"marks":1419}," Fees for the MAS program range ",[1420],{"type":129,"attrs":1421},{"color":771},{"text":1423,"type":22,"marks":1424},"from 1.1% to 2%",[1425,1428,1431],{"type":31,"attrs":1426},{"href":1427,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996217",{"type":129,"attrs":1429},{"color":1430},"#1155CC",{"type":1432},"underline",{"text":1434,"type":22,"marks":1435},", depending on your assets, which is significantly higher than other advisory platforms.",[1436],{"type":129,"attrs":1437},{"color":771},{"type":931,"content":1439},[1440],{"type":18,"attrs":1441,"content":1442},{"textAlign":34},[1443,1449],{"text":1444,"type":22,"marks":1445},"Many service tiers have set asset and net worth requirements: ",[1446,1448],{"type":129,"attrs":1447},{"color":771},{"type":38},{"text":1450,"type":22,"marks":1451},"US Bank has eligibility thresholds for different service levels, including minimum investment amounts for Wealth Connect and Wealth Management, and multi-million-dollar net worth ranges for Private Wealth and Ascent family office services.",[1452],{"type":129,"attrs":1453},{"color":771},{"type":931,"content":1455},[1456],{"type":18,"attrs":1457,"content":1458},{"textAlign":34},[1459,1465],{"text":1460,"type":22,"marks":1461},"Wrap fee pricing doesn’t include all underlying investment costs: ",[1462,1464],{"type":129,"attrs":1463},{"color":771},{"type":38},{"text":1466,"type":22,"marks":1467},"The wrap fee covers advisory, brokerage, and custody services, but clients are responsible for extra expenses such as fund operating costs, manager fees, and other charges, which vary based on the selected investments.",[1468],{"type":129,"attrs":1469},{"color":771},{"type":931,"content":1471},[1472],{"type":18,"attrs":1473,"content":1474},{"textAlign":34},[1475,1481],{"text":1476,"type":22,"marks":1477},"Advisor-led structure may not align with DIY or low-cost investors: ",[1478,1480],{"type":129,"attrs":1479},{"color":771},{"type":38},{"text":1482,"type":22,"marks":1483},"Although US Bancorp Investments offers a DIY investing option, the Wealth Management service is advisor-led and is more expensive than digital or DIY alternatives.",[1484],{"type":129,"attrs":1485},{"color":771},{"type":18,"attrs":1487,"content":1488},{"textAlign":34},[1489],{"text":1490,"type":22,"marks":1491},"The main drawbacks of US Bank Wealth Management are its higher advisory fees, asset and net worth requirements, and limited availability of detailed pricing information online.",[1492],{"type":129,"attrs":1493},{"color":771},{"type":18,"attrs":1495,"content":1496},{"textAlign":34},[1497],{"text":1498,"type":22,"marks":1499},"The wrap fee structure also doesn’t cover all underlying investment expenses, which vary depending on the products. While US Bank offers DIY investing, the Wealth Management service is primarily advisor-driven and follows a more traditional, higher-cost model.",[1500],{"type":129,"attrs":1501},{"color":771},{"type":773,"attrs":1503,"content":1504},{"level":775,"textAlign":34},[1505],{"text":1506,"type":22,"marks":1507},"US Bank Wealth Management fees: how much does it cost?",[1508,1510],{"type":129,"attrs":1509},{"color":771},{"type":38},{"type":18,"attrs":1512,"content":1513},{"textAlign":34},[1514,1519,1526],{"text":1515,"type":22,"marks":1516},"US Bank Wealth Management uses a tiered, asset-based pricing structure through its MAS program. The service charges a wrap fee as a percentage of assets under management (AUM), beginning at ",[1517],{"type":129,"attrs":1518},{"color":771},{"text":897,"type":22,"marks":1520},[1521,1523,1525],{"type":31,"attrs":1522},{"href":1427,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1524},{"color":1430},{"type":1432},{"text":1527,"type":22,"marks":1528}," for the first asset tier and decreasing for larger balances.",[1529],{"type":129,"attrs":1530},{"color":771},{"type":18,"attrs":1532,"content":1533},{"textAlign":34},[1534],{"text":1535,"type":22,"marks":1536},"These fees cover advisory, brokerage, and custody services, with extra investment costs charged separately.",[1537],{"type":129,"attrs":1538},{"color":771},{"type":18,"attrs":1540,"content":1541},{"textAlign":34},[1542,1547,1556],{"text":1543,"type":22,"marks":1544},"US Bank also provides a separate DIY investing platform that charges ",[1545],{"type":129,"attrs":1546},{"color":771},{"text":1548,"type":22,"marks":1549},"$4.95 per trade",[1550,1553,1555],{"type":31,"attrs":1551},{"href":1552,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.usbank.com/investing/online-investing/self-directed-investing.html",{"type":129,"attrs":1554},{"color":1430},{"type":1432},{"text":1557,"type":22,"marks":1558}," after the first 100 free trades each year, with no minimum investment required.",[1559],{"type":129,"attrs":1560},{"color":771},{"type":18,"attrs":1562,"content":1563},{"textAlign":34},[1564],{"text":1565,"type":22,"marks":1566},"US Bank Wealth Management fees",[1567,1569],{"type":129,"attrs":1568},{"color":771},{"type":38},{"_uid":1571,"caption":12,"content":1572,"component":1590,"show_search":543,"paste_content":1591,"number_of_rows":1623,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"0355c19e-bfbb-459d-a0c6-5b69d6099be7",{"tbody":1573,"thead":1583,"fieldtype":1589},[1574],{"_uid":1575,"body":1576,"component":1582},"e35810d5-1f7c-4cb9-afa6-6ca2193ef522",[1577,1580],{"_uid":1578,"value":12,"component":1579},"66a303a2-09d2-4bdc-9296-90ab640d0a3d","_table_col",{"_uid":1581,"value":12,"component":1579},"339a839e-a4de-442d-b7ac-680fcbaf4ebd","_table_row",[1584,1587],{"_uid":1585,"value":12,"component":1586},"62e20efe-0b56-45c3-a844-e79f7895dbd8","_table_head",{"_uid":1588,"value":12,"component":1586},"da88169f-3c9c-4b21-827e-c7b0e740f4bd","table","article-table",{"type":15,"content":1592},[1593,1598,1603,1608,1613,1618],{"type":18,"attrs":1594,"content":1595},{"textAlign":34},[1596],{"text":1597,"type":22},"Assets under management (AUM)\tMaximum portfolio fee",{"type":18,"attrs":1599,"content":1600},{"textAlign":34},[1601],{"text":1602,"type":22},"First $250,000\t2%",{"type":18,"attrs":1604,"content":1605},{"textAlign":34},[1606],{"text":1607,"type":22},"Next $250,000\t1.8%",{"type":18,"attrs":1609,"content":1610},{"textAlign":34},[1611],{"text":1612,"type":22},"Next $500,000\t1.6%",{"type":18,"attrs":1614,"content":1615},{"textAlign":34},[1616],{"text":1617,"type":22},"Next $1 million\t1.35%",{"type":18,"attrs":1619,"content":1620},{"textAlign":34},[1621],{"text":1622,"type":22},"Amounts over $2 million\t1.1%","10",{"_uid":1625,"data":1626,"component":807},"d886d203-dfeb-4100-bef3-5d53ebe54fb3",{"type":15,"content":1627},[1628,1636,1644,1652,1661,1669,1691,1712],{"type":18,"attrs":1629,"content":1630},{"textAlign":34},[1631],{"text":1632,"type":22,"marks":1633},"The wrap fee includes advisory, brokerage, and custody services. It doesn’t include underlying investment expenses such as mutual fund operating charges, manager fees, or product fees.",[1634],{"type":129,"attrs":1635},{"color":771},{"type":18,"attrs":1637,"content":1638},{"textAlign":34},[1639],{"text":1640,"type":22,"marks":1641},"US Bank Wealth Management relies on a traditional advisor-led pricing model, with costs that decrease as assets increase and additional investment expenses that vary by product. ",[1642],{"type":129,"attrs":1643},{"color":771},{"type":18,"attrs":1645,"content":1646},{"textAlign":34},[1647],{"text":1648,"type":22,"marks":1649},"The company also has a DIY platform with a transaction-based model, offering a lower-cost alternative for clients who prefer to manage their portfolios independently.",[1650],{"type":129,"attrs":1651},{"color":771},{"type":773,"attrs":1653,"content":1654},{"level":775,"textAlign":34},[1655],{"text":1656,"type":22,"marks":1657},"What is US Bank Wealth Management’s minimum account 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clients.",[1689],{"type":129,"attrs":1690},{"color":771},{"type":18,"attrs":1692,"content":1693},{"textAlign":34},[1694,1699,1707],{"text":1695,"type":22,"marks":1696},"For investors who prefer to manage their own portfolios, US Bank also provides an investing platform with ",[1697],{"type":129,"attrs":1698},{"color":771},{"text":1700,"type":22,"marks":1701},"no minimum investment required",[1702,1704,1706],{"type":31,"attrs":1703},{"href":1552,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1705},{"color":1430},{"type":1432},{"text":1708,"type":22,"marks":1709},".",[1710],{"type":129,"attrs":1711},{"color":771},{"type":18,"attrs":1713,"content":1714},{"textAlign":34},[1715],{"text":1716,"type":22,"marks":1717},"US Bank minimum requirements by service 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personalized financial guidance.",{"name":2521,"created_at":2522,"published_at":2523,"updated_at":2524,"id":2525,"uuid":2526,"content":2527,"slug":2535,"full_slug":2536,"sort_by_date":34,"position":2484,"tag_list":2537,"is_startpage":543,"parent_id":2486,"meta_data":34,"group_id":2538,"first_published_at":2488,"release_id":34,"lang":730,"path":34,"alternates":2539,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2528,"_uid":2475,"name":2521,"image":2529,"component":2480,"education":2532,"expertise":2533,"description":2534},"Senior Content Writer",{"id":2530,"alt":12,"name":12,"focus":12,"title":12,"filename":2531,"copyright":12,"fieldtype":1261,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media 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She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This review examines US Bank Wealth Management’s services, fees, and suitability for investors seeking advisor-led financial planning within a large national bank.",[],"us-bank-wealth-management-review","discover/financial-advice/us-bank-wealth-management-review",-5050,[],365590167,"1f811a61-1de3-4a5b-bc01-7d6da68d2871","2025-12-17T14:35:49.492Z",[],{"left":727,"top":727,"width":2554,"height":2554,"rotate":727,"vFlip":543,"hFlip":543,"body":2555},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2557},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"/>",[2559,2562,2563],{"title":2560,"exact":558,"href":2561},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2564,"disabled":558},"/discover/financial-advice/us-bank-wealth-management-review",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2566},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777453455633]