Allium Financial Advisors manages investment portfolios and offers comprehensive financial planning services for individuals, trusts, estates, and businesses. Allium builds personalized portfolios using mutual funds, exchange-traded funds, and independent investment managers, along with alternative investments like private equity and debt when appropriate. The firm provides both discretionary and non-discretionary investment management. Its financial planning services cover cash flow forecasting, retirement planning, tax strategies, estate planning, insurance analysis, and charitable giving. Allium operates as a registered investment advisor and is owned by Sheree Demers Arntson, Pradeep Tempalli, and Scott Thompson.
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.