TrueAdvisor
TrueAdvisor
ME
ME

Michael Standifer Elfers

Allium Financial Advisors, LLC
28 Years of Experience
3 Disclosures
View SEC Summary
View SEC Summary
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 ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $25.0M0.65%
$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

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History

Regulatory History (3)
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.
Customer Dispute
June 2009
Settled
Customer Dispute
April 2008
Withdrawn
Employment Separation After Allegations
March 2008
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Allium Financial Advisors, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Irvington Capital LLC
June 2019 - December 2024 · 5 yrs 6 mos
Irvington Capital LLC
April 2008 - July 2013 · 5 yrs 3 mos
Wells Fargo Investments, LLC
January 1991 - April 2008 · 17 yrs 3 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.