Derek Calligan is a CFP-designated registered investment advisor at Allodium Investment Consultants, LLC, based in Parker, CO, 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, 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
Derek Calligan
Location
Parker, CO
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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.
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