Eric Hutchens
Eric Hutchens is a CFA, CFP-designated registered investment advisor at Allodium Investment Consultants, LLC, based in Minneapolis, MN, with 18 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 282 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fees range between 0.05% and 1.00% of assets under management. A minimum quarterly fee of $2,500 applies to standard wealth management, which can result in an effective fee higher than 1.00% for portfolios under $1,000,000. Alternatively, the Allodium Portfolios platform charges a flat 1.00% with no minimum fee. Consulting agreements typically use an annual retainer between $50,000 and $100,000.
Fee Estimator
Contact
Eric Hutchens
Location
500 Washington Avenue South, Suite 4400, Minneapolis, MN, 55415-1151
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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
Allodium Investment Consultants, LLC
Previous Registrations
UBS Financial Services INC.
State Registrations1 state
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
Additional Information
Eric holds a Master of Business Administration from the University of St. Thomas and a Bachelor of Science in history from the University of Wisconsin—Madison. He is a CFP® professional having obtained the CERTIFIED FINANCIAL PLANNER(TM) certification sponsored by the Certified Financial Planner Board of Standards. He has also been awarded the Accredited Investment Fiduciary® (AIF®) Designation, sponsored by the Center for Fiduciary Studies, to further his professional development and help him better serve clients. In addition, Eric has become a CFA® charterholder, CFA Institute.
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