Aldrich Wealth LP
Assets Under Management
$6.5B
Number of Clients
857
Number of Advisors
27
Average Client AUM
$7.5M
AUM per Advisor
$239.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aldrich Wealth LP offers tailored investment recommendations, financial planning, and consulting to individuals, businesses, trusts, and retirement plans. They utilize various investment strategies and may recommend third-party managers or pooled investment vehicles. Tax planning is available through their affiliate, Aldrich CPAs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees negotiable for accounts over $25M.
Fee Estimator
For Private Wealth services, fees are based on a percentage of your assets under management, billed quarterly in advance. There is a $10,000 minimum annual fee. Clients with over $25 million may be eligible for ultra-high-net-worth services with negotiable fees. Short Duration Solutions services have a 0.35% annual fee. Financial planning and consulting services are available for fixed or hourly fees, ranging from $150 to $500 per hour. A stand-alone financial plan is generally billed at $2,500.
Areas of Practice
Location
5665 SW Meadows Rd, Suite 200, Lake Oswego, OR, 97035