Stanley Lochrie is a registered investment advisor at Etesian Wealth Advisors, INC., based in West Linn, OR, with 27 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 388 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may vary based on factors like assets under management, scope of services, and complexity of the client's financial situation.
Fee Estimator
Location
1914 Willamette Falls Drive, #300, West Linn, OR, 97068
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2002Customer Dispute
May 2002Employment History
Current Registrations
Etesian Wealth Advisors, INC.
Previous Registrations
Aig Financial Advisors, INC.
Moss Adams Wealth Advisors LLC
Sentra Securities CORP
State Registrations3 states
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.