Alexander Ostergard Krider
AK
CFP
Alexander Ostergard Krider
AK
CFP

Alexander Ostergard Krider

16 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
577 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$964.4M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.40%
$25M+0.30%

Annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

West Linn, OR

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History

Regulatory History (1)
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Criminal
May 1986
Final Disposition
Other Business Activities

Alexander owns Krider Publishing Services, an internet-based publishing company providing editing services, since 2003, dedicating minimal time. He also serves as a board member/president for Birch Community Services, a non-profit focused on financial stability for families, since 2015, also dedicating minimal time.

Employment History
Current Registrations
Avier Wealth Advisors
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
October 2018 - November 2018 · 1 mo
AXA Advisors, LLC
March 2009 - October 2018 · 9 yrs 7 mos
AXA Advisors, LLCBroker
February 2009 - October 2018 · 9 yrs 8 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Additional Information

Alex’s top priority is to listen and understand you and your objectives to help you achieve the plan and future you’ve envisioned. As a CERTIFIED FINANCIAL PLANNER™ professional, he takes a holistic approach encompassing investments, estate and tax planning, and insurance to develop and implement customized solutions.  He brings more than ten years’ experience advising high net-worth executives, families, and retirees to the table.