Advisor at Tandem Views Investment Services, LLC
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Firm
Tandem Views Investment Services, LLC
Location
Lake Oswego, OR 97035-8661
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
Teriann Kruse is a CFP®-certified financial advisor with 12 years of industry experience. She operates as the sole advisor at Tandem Views Investment Services, LLC, an independent, fee-only advisory firm based in Lake Oswego, Oregon. Tandem Views Investment Services provides investment management and financial planning to individuals, high-net-worth clients, professionals, business owners, retirees, and trusts and estates. The firm uses a fundamental research approach with active asset allocation, managing portfolios primarily on a non-discretionary basis that requires client approval for implementation.
Based on Tandem Views Investment Services, LLC
Based on Tandem Views Investment Services, LLC
Flat fee of $2,000 annually for accounts under $200,000
$1 - $199,999: Flat fee of $2,000 annually $200,000 - $999,999: 1.00% annually $1,000,000 - $4,999,999: 0.75% annually $5,000,000 - $10,000,000: 0.65% annually Over $10,000,000+: 0.50% annually
$250 per hour for financial planning services
Account minimum: $1 Minimum fee: $2,000 annually for accounts under $200,000 Fee-only: Financial planning services at $250 per hour
5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035-8661
Oregon
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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