Derek Calligan
Derek Calligan is a CFP-designated registered investment advisor at Allodium Investment Consultants, LLC, based in Minneapolis, MN, with 7 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 2 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
Allodium provides investment management services for an annual fee that varies between 0.05% and 1.00% of the assets they manage. The fee is calculated each quarter, in advance, based on the value of your investments on the last day of the previous quarter. If you have less than $1,000,000 under Allodium's management, there is a minimum quarterly fee of $2,500. For clients using the Allodium Portfolios platform (via Betterment), the annual fee is 1.00%, calculated and paid quarterly in arrears based on the average daily account balance. Allodium may negotiate a different fee schedule based on various factors.
Contact
Derek Calligan
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
Sharkey Howes & Javer INC
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
Derek earned a Bachelor of Science in personal finance from the University of Wisconsin-Madison. Shortly after graduation, he became 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 help him better serve clients.