Consilium, LLC
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Overview
Consilium, LLC operates as an advisory firm located in Boulder, Colorado. Consilium, LLC oversees $154.9 million in total assets over 33 customer accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The company has a small group, including 1 financial advisor. Consilium, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as equities, options and bonds.
Consilium, LLC administers 22 of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction judgments for the client's account are made by an investment advisor without requiring the client's approval. It also administers 11 non-discretionary accounts totaling $131.1 million in assets. The advisory firm manages an average of $4.7 million for each client account. The typical financial advisor at Consilium, LLC oversees around 33 client accounts, making it about average in terms of personalization.
The firm's main office is at 918 Dearborn Place, Boulder, Colorado 80303. The firm is legally registered to serve investors in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Consilium, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$154.9 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
33
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$4.7 million
Products and Services
Consilium, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Notably, the firm did not provide financial planning services to any of its customers in the last financial year. The firm is engaged in selling products or offering services other than investment advisory services to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically depend on which services the firm provides the client. Fees billed by the company likely consist of some combination of the following fee types: asset-based, fixed or other. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
It caters to high net worth investors and pension plans. Out of its 33 accounts, Consilium, LLC's biggest client group is high net worth investors, though it also caters to eight high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 57.14%
- Other Individuals - 0%
- Corporations - 42.86%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Consilium, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Consilium, LLC
Boulder, CO
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