Allodium Investment Consultants is a fee-only registered investment advisor. Allodium offers investment management, financial planning, and fiduciary consulting services. They work with clients to minimize conflicts of interest and provide transparent pricing. Allodium's services include wealth management, fiduciary management, financial planning, fiduciary consulting, Allodium Portfolios (investment management via Betterment), and investment management consulting.
Fee Structure
Allodium provides investment management services for an annual fee that varies between 0.05% and 1.00% of the assets they manage. The fee is calculated each quarter, in advance, based on the value of your investments on the last day of the previous quarter. If you have less than $1,000,000 under Allodium's management, there is a minimum quarterly fee of $2,500. For clients using the Allodium Portfolios platform (via Betterment), the annual fee is 1.00%, calculated and paid quarterly in arrears based on the average daily account balance. Allodium may negotiate a different fee schedule based on various factors.
