Assets Under Management
$638.9M
Number of Clients
168
Number of Advisors
6
Average Client AUM
$3.8M
AUM per Advisor
$106.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Allium Financial Advisors provides investment management and financial planning services, including cash flow forecasting, estate planning, investment consulting, insurance planning, retirement planning, tax planning, and business planning. They allocate client assets among mutual funds, ETFs, and independent investment managers. They also offer advice on legacy positions and assets held in employer-sponsored retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $25.0M | 0.65% |
| $25M+ | 0.60% |
Negotiated flat fee starting at 0.60% for portfolios with assets over $25,000,000.
310 N State Street, Suite 208, Lake Oswego, OR, 97034