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Christina Badrick

31 Years of Experience
Aurora, OR

Christina Badrick is a registered investment advisor at Auxier Asset Management, based in Aurora, OR, with 31 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 506 clients with $860M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
506 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$855.3M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1M+1.00%

Fees may be negotiated based upon the account size and services provided. For mutual fund and fixed income portfolios, the fee is 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15668 NE Eilers Road, Aurora, OR, 97002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christina works full-time as Director of Portfolio Services at Auxier Asset Management LLC, managing portfolios and handling client service. She also dedicates minimal time per week as Treasurer and Board Member for Animal Rescue & Care Fund, Inc., handling bookkeeping and financial reporting.

Employment History
Current Registrations
Auxier Asset Management
November 1998 - Present · 27 yrs 6 mos
Previous Registrations
Foreside Fund Services, LLCBroker
May 2014 - December 2021 · 7 yrs 7 mos
Westminster Financial Securities, INC.Broker
November 2004 - December 2011 · 7 yrs 1 mo
Unified Financial Securities, INC.Broker
November 2000 - May 2002 · 1 yr 6 mos
Ameriprime Financial Securities, INC.Broker
April 2000 - November 2000 · 7 mos
Smith Barney INC.Broker
March 1994 - July 1998 · 4 yrs 4 mos
State Registrations1 state
OR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.