Allodium Investment Consultants is an independent registered investment advisor that has been in business since August 2005. The firm offers comprehensive wealth management, fiduciary management, financial planning, and investment consulting services. Allodium focuses on helping clients simplify their financial lives through personalized investment strategies that favor low-fee, tax-advantaged, and passively managed investments. In addition to custom portfolio management, Allodium provides an automated platform option for clients with smaller portfolios. The firm also offers standalone financial planning and fiduciary consulting on a fixed or hourly fee basis. Allodium operates as a fee-only advisor, meaning they receive compensation exclusively from their clients and do not earn commissions on product sales.
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.
