Allodium Investment Consultants

Allodium Investment Consultants

500 Washington Avenue South
Suite 4400
Minneapolis, MN 55415


David Bromelkamp
President & CEO, Allodium Investment Consultants
612-230-3700
dbromelkamp@allodium.com

Services

Allodium Investment Consultants offers Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting.

Compensation Methods accepted

As a fee-only firm, Allodium accepts the following compensation methods:

Asset based fees for investment management
Fixed retainer fees for investment management consulting
Project-based or hourly fees for financial planning or fiduciary consulting services

Required education for senior advisors in the firm

Accredited Investment Fiduciary® (AIF®)
Certified Financial PlannerTM (CFP®)

Link to SEC/state registration

https://aicria.com/images/pdf/Current-ADV-Disclosure-Brochure.pdf

David Bromelkamp
President & CEO, Allodium Investment Consultants

Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors. Advisory services include Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting. The firm is a member of the National Association of Personal Financial Advisors (NAPFA) and provides fee-only financial advice that supports the fiduciary standard of care. Allodium is the first Minneapolis-based investment advisor to be certified by CEFEX to follow the fiduciary best practices in the Prudent Practices for Investment Advisors. The firm was established as an independent Registered Investment Advisor in 2005. Learn more at www.allodium.com.