Pradeep Tempalli
Pradeep Tempalli is a CFA, CFP-designated registered investment advisor at Allium Financial Advisors, LLC, based in Lake Oswego, OR, with 18 years of industry experience. Pradeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 243 clients with $730M 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% |
Portfolios with assets over $25,000,000 are subject to a negotiated flat fee starting at 0.60%. Fees may be negotiated based on anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
310 N State Street, Suite 208, Lake Oswego, OR, 97034
Get directionsHistory
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 →Other Business Activities
Pradeep is the treasurer and a board member for United Way of the Columbia-Willamette, dedicating minimal time. He also works as an independent contractor for Saicon Consultants, a software consulting firm, spending a few hours per week.
Employment History
Current Registrations
Allium Financial Advisors, LLC
Previous Registrations
Tru Independence Asset Management, LLC
Arnerich Massena, INC.
Umpqua Investments, INC.
Wells Fargo Investments, LLC
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
More Advisors
- Jordan Fee, CFAAllium Financial Advisors, LLC
- Michelle WanlessAllium Financial Advisors, LLC
- Jacqueline Thompson, CFPAllium Financial Advisors, LLC
- Michael ElfersAllium Financial Advisors, LLC
- Kimberly Perreira, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Claudia Porter, CFPRfg Advisory, LLC