Advisor at Allium Financial Advisors, LLC
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.
Firm
Allium Financial Advisors, LLC
Location
Lake Oswego, OR 97034
Credentials
Series 63
Industry experience
26 years
Sheree Arntson is a financial advisor with Allium Financial Advisors, LLC in Lake Oswego, OR, holding a Series 63 designation and 26 years of industry experience. She worked at Arnerich Massena & Associates, Inc. for 22 years before joining Tru Independence Asset Management, LLC for one year and then Allium Financial Advisors in 2017. Allium Financial Advisors manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management along with comprehensive financial planning and consulting, emphasizing asset allocation, diversification, and manager selection through an Investment Committee.
Based on Allium Financial Advisors, LLC
Based on Allium Financial Advisors, LLC
One-time financial planning setup and analysis fee minimum $2,500, based on complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $25,000,000: 0.65% $25,000,001+: Negotiated flat fee starting at 0.60%
Insurance products offered under separate commission-based arrangement; commissions paid to firm, not individual agents
Hourly fees may be charged for financial planning or consulting services, specific rates not stated
Account minimum: $500,000 Minimum fee: $5,000 per year minimum Investment Management Fee Fee-only: Financial planning services: One-time fee minimum $2,500 for initial plan; annual ongoing financial planning fee 0.10% of AUM; minimum annual fee $2,500 for financial planning only clients
310 N State Street, Suite 208
Lake Oswego, OR 97034
California · Oregon · Washington
Allium Financial Advisors, LLC
2017 - Present (9 years)
Tru Independence Asset Management, LLC
2016 - 2017 (1 year)
Arnerich Massena & Associates, Inc.
1994 - 2016 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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