Allodium Investment Consultants
Allodium Investment Consultants is an independent, fee-only investment management consulting firm that provides financial planning and investment advice to individual and institutional investors. Our firm was founded in 2005, and since then, we have helped many investors with fee-only financial advice.
We launched Allodium to simplify and improve the financial lives of our clients. We are a fee-only registered investment advisor (RIA), providing a fiduciary standard of care for our clients who receive objective, independent financial advice from our team. We are free from the conflicts of interest found with banks, brokerage firms, and other financial product and service providers. We do not receive commissions for the investment options that we recommend. Our fiduciary process is based on Global Fiduciary Standards of Excellence developed by the Foundation for Fiduciary Studies (fi360.com), and we were the first CEFEX-certified fee-only firm in Minneapolis.
Allodium's services are best suited for individuals, families, and organizations with $1 million or more in investable assets.
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