Michael Elfers
Michael Elfers is a registered investment advisor at Allium Financial Advisors, LLC, based in Lake Oswego, OR, with 29 years of industry experience. Michael 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 (3)
Customer Dispute
June 2009Customer Dispute
April 2008Employment Separation After Allegations
March 2008Employment History
Current Registrations
Allium Financial Advisors, LLC
Previous Registrations
Irvington Capital LLC
Irvington Capital LLC
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
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