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Fee-Only

To avoid conflicts of interest, our investment advisory fee is our only source of revenue. We receive no commissions or other compensation related to the investment options that we recommend to our clients. The National Association of Personal Financial Advisors (NAPFA) defines a fee-only financial advisor as one who, in all circumstances, is compensated solely by the client, with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.

Allodium provides a buffer between the individual investor and commission-based financial advisors. The benefits of working with a fee-only investment advisory firm like Allodium is that you will no longer have to talk with commission-based investment product sales representatives at the banks, brokerage firms and insurance companies. We refer to our fee-only approach as "passionately independent advice."

Fiduciary Standard >>

  • NAPFA
  • CFP
  • AIF
  • Fee Only
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