Sheree Arntson is a registered investment advisor at Allium Financial Advisors, LLC, based in Lake Oswego, OR, with 26 years of industry experience. Sheree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 168 clients with $640M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
For portfolios with assets over $25,000,000, the fee is a negotiated flat fee starting at 0.60%. The firm may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.
Fee Estimator
Location
310 N State Street, Suite 208, Lake Oswego, OR, 97034
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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
Allium Financial Advisors, LLC
Previous Registrations
Tru Independence Asset Management, LLC
Arnerich Massena, INC.
State Registrations3 states
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.