Allium Financial Advisors, LLC
Assets Under Management
$638.9M
Number of Clients
168
Number of Advisors
6
Average Client AUM
$3.8M
AUM per Advisor
$106.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Allium Financial Advisors provides investment management and financial planning services. Investment management includes allocating assets among mutual funds, ETFs, and independent investment managers. Financial planning covers cash flow forecasting, estate planning, investment consulting, insurance, retirement, tax, and business planning. The firm tailors services to individual client needs and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $25.0M | 0.65% |
| $25M+ | 0.60% |
Negotiated flat fee starting at 0.60% for portfolios with assets over $25,000,000.
Fee Estimator
Investment management fees are based on assets under management. For example, the annual fee is 1.00% on the first $2,000,000, 0.85% on the next $3,000,000, and 0.65% on assets over $5,000,000. Portfolios with assets over $25,000,000 may have a negotiated flat fee starting at 0.60%. Financial planning services have a one-time initial fee of at least $2,500, based on complexity. There is also an annual ongoing financial planning fee of 0.10% of assets under management. Clients engaging the firm solely for financial planning services will generally incur a minimum annual fee of $2,500.
Areas of Practice
Location
310 N State Street, Suite 208, Lake Oswego, OR, 97034