Jarrod Brooksher is a CFP-designated registered investment advisor at Aldrich Wealth LP, based in Carlsbad, CA, with 9 years of industry experience. Jarrod 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
1903 Wright Place #180, Carlsbad, CA, 92008
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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
Jarrod owns rental real estate property since 2018 and spends about 10-20% of his time maintaining the property. This activity is not investment-related.
Employment History
Current Registrations
Aldrich Wealth LP
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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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