Aldrich Wealth Review

Trust Score 82%
Trust Score info_outline

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.


  • 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)


  • 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

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Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $2,000,261
Hybrid Advisor 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%

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