Overview

Allodium is a fee-only registered investment advisory firm based in Minneapolis Minnesota. This fee-only adjective means we do not have licenses to sell investment products and we don't ever plan to sell either commission-based or fee-based investment products in the future.

We do not want to look at mergers and/or acquisitions with hybrid broker dealers, independent investment advisory firms affiliated with broker dealers, or brokerage firm advisors who are looking to sell their book of business.

We are particularly interested in acquiring or merging with fee-only financial advisory practices owned and operated by NAPFA-Registered Financial Advisors .

Market
Advisor/RIA
Last Activity
within 6 months

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