Saul Baumann
Saul Baumann is a CFP-designated registered investment advisor at Allodium Investment Consultants, LLC, based in Minneapolis, MN, with 13 years of industry experience. Saul 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
Saul Baumann
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
Securities America, INC.Broker
Laurel Wealth Planning
MML Investors Services, LLCBroker
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
Saul came to Allodium with over eight years of experience in financial planning and investment consulting roles in Twin Cities firms. Saul spent a year at Colorado College, before transferring to and earning a bachelor’s degree at Carleton College. Saul is a CFP® professional having obtained the CERTIFIED FINANCIAL PLANNER(TM) certification sponsored by the Certified Financial Planner Board of Standards.
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