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Featured Business Financial Advisor in West Linn, OR
West Linn Financial Advisors
Consilium Wealth Advisory, LLC
6117 Churchill Downs Dr.
West Linn, OR 97068
(503) 360-9799
“A Wealth Strategy Designed Just For You.”
Advisor Profile
Nick A. Blankl, CFA
Name:  Nick A. Blankl, CFA
Website:  Visit Website

About Consilium Wealth Advisory, LLC

Consilium Wealth Advisory is a fee-only Investment and Wealth Management firm. We offer business owners, individuals, families, foundations and non-profits a holistic and custom-built approach to investment and wealth management that involves a multi-dimensional process that extends beyond investing in order to uncover opportunities, manage risks and preserve & grow wealth.

Advice is provided through consultation with the Client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, philanthropy assistance, estate planning, and family governance.
 

General Information

CRD#:    5665260
Firm CRD#:    164993
Name of Broker/Dealer:    Schwab
Name of Custodial Firm:    Schwab
States Willing to do Business in:   
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    4
Work Experience:    Managing Director, Consilium Wealth Advisory, Sep 2015  Present

Adjunct Professor, School of Business Administration, Portland State University, Jan 2016  Jan 2017

Private Investor Feb 2014  Sep 2015

Managing Member, Chief Investment Officer & Portfolio Manager, Compendium Capital Management, Feb 2013  Jan 2014

Portfolio Manager/Analyst, Roxbury Capital Management, Mar 2009  Oct 2012

Senior Vice President, Portfolio Manager, Provident Investment Counsel, Jun 2000  Sep 2008

Investment Intern, Nicolas Applegate, June 1999-Sept 1999
I work with the following types of clients:    Business Owners, Non-Profit Organizations, Businesses, Individual Investors
 

Services

Investment Types:    Annuities, Mutual Funds, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, At your home, Via phone, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA), Certified Exit Planner (CExP)
Financial Organization Memberships:    CFA Institute, Paladin Registry
 

Firm Information

Firm's Number of Clients:    60
Firm's Number of Planning Clients:    10
Firm's Number of Managed Clients:    60
Assets Managed by Firm:    $97 million
 

Compliance

Registered Investment Advisor:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $1,000,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1
Hourly Rate:    $250
 
 
 
Prepared By: Nick A. Blankl, CFA

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