Auxier Asset Management
Answer a few questions and
get matched with an advisor.
Learn more about Auxier Asset Management
Overview
Auxier Asset Management is an advisory company based in Aurora, Oregon. The company manages $759.7 million in total assets over 473 client accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 9 financial advisors. Auxier Asset Management is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as equities, options and bonds.
Auxier Asset Management manages more than half of its accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction judgments without requiring the customer's authorization. Auxier Asset Management also manages 11 non-discretionary accounts with a total of $8.4 million in assets. The investment advisory firm administers an average of $1.6 million in assets for each account. An average financial advisor at Auxier Asset Management administers around 53 client accounts, placing it towards the middle in terms of personalization.
The firm's headquarters is located at 15668 Ne Eilers Rd, Aurora, Oregon 97002. The firm is legally permitted to serve customers throughout 5 states, including California, Colorado, Oregon, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Auxier Asset Management by the Numbers
$759.7 million
9
473
$1.6 million
Fee Structure
Financial advisory fees typically vary depending on which service is provided. Fees billed by the company likely include any combination of the following fee types: asset-based or fixed. The company participates in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a broad range of clients. It works with retail investors, high net worth investors, investment companies, pension plans, charitable organizations and corporations. Out of its 473 accounts, Auxier Asset Management's largest client group by number of accounts is retail investors, though it also serves 100 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 21.14%
- Other Individuals - 71.46%
- Corporations - 5.71%
- Charitable Organizations - 1.69%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Auxier Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Auxier Asset Management
Aurora, OR
Aurora, OR
Aurora, OR
Aurora, OR
Aurora, OR
Aurora, OR
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.