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 Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 168 clients with $640M 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% |
For portfolios with assets over $25,000,000, the fee is a negotiated flat fee starting at 0.60%. The firm may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.
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.