Aldrich Wealth Review


Trust Score 82%
Trust Score info_outline
Share

Aldrich Wealth, federally registered in 2008, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 19 advisors. Aldrich Wealth manages $1 billion and provides investment advisory services for 602 clients (1:32 advisor/client ratio).

Aldrich Wealth requires a $50,000 minimum investment and charges a blended rate between 1.25% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 32 clients (industry average 1:50)

Considerations


  • Firm has been federally registered for only 10 years
  • Firm serves fewer than 1,000 clients
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $2,000,261
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:32
Headquarters Lake Oswego, OR
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$1 to $500,000 1.25%
$500,001 to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.80%
$5,000,001 to $10,000,000 0.60%
$10,000,001+ 0.50%


Questions & Answers



Get answers about Aldrich Wealth


Ask a question question_answer


Feedback