Aldrich Wealth

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Aldrich Wealth, founded in 2008, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 20 advisors. Aldrich Wealth manages $1.30 billion and provides investment advisory services for 545 clients (1:27 advisor/client ratio).

Aldrich Wealth requires a $50,000 minimum investment and charges between 0.00% and 1,000.00% for ongoing portfolio management services, depending on the size of the portfolio.

Managed Investing


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Trust Score
71
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Annual Management Fee 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%
Feature Value
Estimated Fees (Annual) $1,250 on a $100,000 portfolio
Annual Management Fee Details None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $2,387,591
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1.30 billion
Advisor / Client Ratio 1:27


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