Allium Financial Advisors provides investment management and financial planning services. Financial planning covers cash flow, estate planning, investments, insurance, retirement, taxes, and business planning. Investment management includes managing portfolios of mutual funds, exchange-traded funds, and independent investment managers. Allium also advises on held-away assets like insurance and 529 plans. Allium tailors its services to each client's needs and objectives.
Assets Under Management$640M
Clients168
Advisors6
Avg. per Client$3.8M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...