Lillian Widolff is a registered investment advisor at Auxier Asset Management, based in Aurora, OR, with 31 years of industry experience. Lillian 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $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
Location
15668 NE Eilers Road, Aurora, OR, 97002
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Lillian works full-time as the Operations and Compliance Manager and CCO for Auxier Asset Management, LLC, focusing on operations management and marketing of the Auxier Fund. This activity is investment-related.
Employment History
Current Registrations
Auxier Asset Management
Previous Registrations
Foreside Fund Services, LLCBroker
Westminster Financial Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.