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Alexander Ostergard Krider
AK
CFP
Alexander Ostergard Krider
AK
CFP

Alexander Krider

Avier Wealth Advisors
17 Years of Experience
West Linn, OR
1 Disclosure
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Alexander Krider is a CFP-designated registered investment advisor at Avier Wealth Advisors, based in West Linn, OR, with 17 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 583 clients with $1.2B in assets under management.

Avier Wealth Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
583 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual 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. Fees are negotiable based on account size and services provided.

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

Location

West Linn, OR

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History

Regulatory History (1)
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Criminal
May 1986
Final Disposition
View Full SEC ReportHow to Read Disclosures
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 9 mos
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

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.
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.

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