Michelle Lynn Wanless

23 Years of Experience

2 Disclosures

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth

Allium Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

168 clients

Average Client Portfolio

$3.8M average

Assets Under Management

$638.9M

Fee Structure

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

310 N State Street, Suite 208, Lake Oswego, OR, 97034

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

February 2013

Customer Dispute

August 2003

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Michelle is a notary public for the state of Washington since 2018, providing notary services. This activity is not investment-related and requires minimal time.