Teriann Kruse
Teriann Kruse is a CFP-designated registered investment advisor at Tandem Views Investment Services, LLC, based in Lake Oswego, OR, with 12 years of industry experience. Teriann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 16 clients with $6.3M 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 $200K | Included |
| $200K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are non-negotiable. For accounts between $1 and $199,999, a flat fee of $2,000 is charged annually.
Fee Estimator
Location
5 Centerpointe Drive, Suite 400, Lake Oswego, OR, 97035-8661
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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 →Employment History
Current Registrations
Tandem Views Investment Services, LLC
Previous Registrations
Financial Advocates Investment Management
State Registrations1 state
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