Kimberly Hamlin
Kimberly Hamlin is a CFP-designated registered investment advisor at Allodium Investment Consultants, LLC, based in Minneapolis, MN, with 10 years of industry experience. Kimberly 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
Kimberly Hamlin
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
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Fbl Wealth Management, LLC
Fbl Investment Management Services, INC.
Fbl Marketing Services, LLCBroker
State Registrations2 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.
Exams
Additional Information
Kimberly Hamlin is an associate wealth advisor at Allodium Investment Consultants. She strives to provide an amazing experience for her clients and help them find financial freedom so they can live their lives to the fullest. Kim earned her bachelor’s degree from the University of Idaho with a double major in finance and operations and supply chain management and a minor in accounting. She has also obtained the CERTIFIED FINANCIAL PLANNERTM certification sponsored by the Certified Financial Planner Board of Standards to help her better serve clients.
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