Auxier Asset Management Fees & Minimum

Overview

Headquarters: Aurora, OR
Total Firm Assets: $946 million
Average High-Net-Worth Client Portfolio Size: $3.3 million
Stated Minimum Account Size: $2,000,000

Fee Disclosure

Source: AUXIER ASSET MANAGEMENT LLC (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.10%
$1,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$51,000	1.02%
$10 million	$101,000	1.01%
$50 million	$501,000	1.00%
$100 million	$1,001,000	1.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 41.16%
Number of High-Net-Worth Clients: 119
Total Client Accounts: 506
Discretionary Accounts: 493
Non-Discretionary Accounts: 13

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 107980

AUXIER ASSET MANAGEMENT LLC (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Auxier Asset Management