Kevin Barchus is a PFS-designated registered investment advisor at Aldrich Wealth LP, based in Lake Oswego, OR, with 28 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 782 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are generally negotiable. A minimum annual advisory fee of $10,000 applies to each client relationship. Short-term cash management accounts are charged 0.35% annually.
Fee Estimator
Location
5665 SW Meadows Rd, Suite 200, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin is a partner at AKT Services, LLP (a holding company), a CPA at Aldrich CPAs + Advisors LLP, and President & Secretary at Aldrich Retirement Solutions LP. He is also a partner in two baseball franchise LLCs; he dedicates a few hours per week to his CPA work.
Employment History
Current Registrations
Aldrich Wealth LP
Previous Registrations
Akt Wealth Advisors, LP
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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