LA
LA

Luke Auxier

2 Years of Experience
Aurora, OR

Luke Auxier is a registered investment advisor at Auxier Asset Management, based in Aurora, OR, with 2 years of industry experience. Luke 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
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
506 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$855.3M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15668 NE Eilers Rd, Aurora, OR, 97002

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Auxier Asset Management
October 2023 - Present · 2 yrs 7 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.
Luke Auxier - Financial Advisor | TrueAdvisor