Abbey Rollins is a CFP-designated registered investment advisor at Aldrich Wealth LP, based in Lake Oswego, OR, with 21 years of industry experience. Abbey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 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 negotiable for accounts over $25,000,001. A minimum annual advisory fee of $10,000 applies.
Fee Estimator
Location
5665 SW Meadows Rd, Suite 200, Lake Oswego, OR, 97035
Get directionsHistory
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
Abbey is a principal of AKT Services LLP, a holding company, since 2022. This activity requires minimal time.
Employment History
Current Registrations
Aldrich Wealth LP
Previous Registrations
Akt Wealth Advisors, LP
UBS Financial Services INC.
Piper Jaffray & CO.
State Registrations1 state
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