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Stanley Clayton Lochrie

Etesian Wealth Advisors, INC.
27 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersCorporate ExecutivesHigh Net Worth
Etesian Wealth Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
388 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$426.8M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.65%
$10M+0.55%

Actual fees charged to investment advisory clients vary significantly from client to client and may be higher or lower than indicated in the standard fee schedules.

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

Location

1914 Willamette Falls Drive, #300, West Linn, OR, 97068

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2002
Denied
Customer Dispute
May 2002
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Etesian Wealth Advisors, INC.
December 2009 - Present · 16 yrs 2 mos
Previous Registrations
Aig Financial Advisors, INC.
October 2005 - December 2005 · 2 mos
Moss Adams Wealth Advisors LLC
April 1999 - January 2010 · 10 yrs 9 mos
Sentra Securities CORP
June 1998 - October 2005 · 7 yrs 4 mos
State Registrations3 states
CAORWA
Advisor
Exams
No exam information available for this advisor.