Firm Information
Compensation
Fee-Only (AUM)Firm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to. Fees may be negotiated based upon the size of the account and the nature of the services provided.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $2 million portfolio would cost about $16,000/year. The annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to. Management fees may be negotiated based on account size and services provided. There is an initial onboarding fee of $27.50 per day until assets are received into the account.
Areas of Practice
Advisor Information
Office location
West Linn, OR
Get directionsRegulatory History (1)
Criminal
May 1986Other Business Activities
Alexander owns Krider Publishing Services, an internet-based publishing company providing editing services, since 2003, dedicating minimal time. He also serves as a board member/president for Birch Community Services, a non-profit focused on financial stability for families, since 2015, also dedicating minimal time.
Employment History
Current Registrations
Avier Wealth Advisors
Previous Registrations
Hornor, Townsend & Kent, INC. Broker
AXA Advisors, LLC
AXA Advisors, LLC Broker
State Registrations1 state
Exams
Additional Information
Alex’s top priority is to listen and understand you and your objectives to help you achieve the plan and future you’ve envisioned. As a CERTIFIED FINANCIAL PLANNER™ professional, he takes a holistic approach encompassing investments, estate and tax planning, and insurance to develop and implement customized solutions. He brings more than ten years’ experience advising high net-worth executives, families, and retirees to the table.