Erik Strong is a registered investment advisor at Aldrich Wealth LP, based in Lake Oswego, OR, with 21 years of industry experience. Erik 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
782 clients
Average Client Portfolio
$9.7M average
Assets Under Management
$7.6B
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5665 SW Meadows Rd, Suite 200, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2008Settled
Employment History
Current Registrations
Aldrich Wealth LP
February 2021 - Present · 5 yrs 2 mos
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 Registrations2 states
CAWA
Advisor
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
No exam information available for this advisor.