TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
ES
ES
Erik Kristopher Strong
Aldrich Wealth LP
21 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
High Net Worth
Business Owners
Aldrich Wealth LP
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
27 advisors
Number of Clients
857 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$6.5B
Fee Structure
Investment Management
Planning
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 $25,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
Minimum Annual Fee:
$10,000
Loading...
Location
5665 SW Meadows Rd, Suite 200, Lake Oswego, OR, 97035
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
August 2008
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Aldrich Wealth LP
February 2021 - Present · 5 yrs
Previous Registrations
TD Ameritrade, INC.
Broker
September 2013 - January 2021 · 7 yrs 4 mos
TD Ameritrade, INC.
September 2013 - January 2021 · 7 yrs 4 mos
TD Ameritrade Investment Management, LLC
September 2013 - December 2020 · 7 yrs 3 mos
Charles Schwab & CO., INC.
April 2007 - September 2013 · 6 yrs 5 mos
Charles Schwab & CO., INC.
Broker
May 2006 - September 2013 · 7 yrs 4 mos
Piper Jaffray & CO.
Broker
October 2004 - May 2006 · 1 yr 7 mos
State Registrations
2 states
CA
WA
Advisor
Exams
No exam information available for this advisor.