Advisor at Allodium Investment Consultants, LLC — Minneapolis, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, CFA®, Series 66
Experience Industry experience
18 years
Location
Minneapolis, MN 55415-1151
Allodium Investment Consultants, LLC
Team
Eric Hutchens is a financial advisor with Allodium Investment Consultants, LLC, holding CFP®, CFA®, and Series 66 designations and bringing 18 years of industry experience. He has been with Allodium since 2015. Allodium Investment Consultants serves a diverse client base including individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management, financial planning, and fiduciary consulting, focusing on low-cost, tax-advantaged, passively oriented investments implemented via mutual funds, ETFs, and third-party managers, with customized portfolios and ongoing monitoring.
Based on Allodium Investment Consultants, LLC
Based on Allodium Investment Consultants, LLC
Fixed fees ranging from $2,500 to $50,000 for standalone financial planning and fiduciary consulting services.
$0 - $1,000,000: Greater than 1.00% (exact rate varies and may exceed 1.00%) $1,000,000+: Between 0.05% and 1.00% (decreasing with larger asset levels)
Hourly fees ranging from $200 to $500 per hour for standalone financial planning and fiduciary consulting services.
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $2,500 for Wealth Management and Fiduciary Management Agreements. Fee-only: Fixed fees ranging from $2,500 to $50,000 for standalone financial planning and fiduciary consulting services.
Minneapolis, MN
500 Washington Avenue South, Suite 4400
Minneapolis MN 55415-1151
Advisors at this office
4
Minnesota
18 years of industry experience
Allodium Investment Consultants, LLC
2015 - Present • 11 years
Minneapolis, MN
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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