Aldrich Wealth Review


Aldrich Wealth, founded in 2008, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 19 advisors. Aldrich Wealth manages $1.20 billion and provides investment advisory services for 602 clients (1:32 advisor/client ratio).

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

Benefits


  • Firm has $1B or more in assets under management
  • No disciplinary history
  • Uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted
  • Firm has a high advisor to client ratio

Considerations


  • Firm serves fewer than 1,000 clients
  • Been in business only 10 years
  • Firm actively engages in insurance sales and may be incentivized to over-insure investors with expensive insurance products that generate commissions for the investment advisor
  • Firm participates in soft-dollar arrangements and may be incentivized to push trades through broker-dealers that provide benefits to the firm instead of through broker-dealers that could provide the best execution for their clients

Managed Investing


Expand fee details
Trust Score
82
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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 $2,000,261
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1.20 billion
Advisor / Client Ratio 1:32


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