Aldrich Wealth offers investment management and financial planning services tailored to individual client needs. They work with individuals, businesses, trusts, and retirement plans. Aldrich Wealth's services include investment advice, financial planning, estate planning, and tax planning. They utilize various investment strategies and may recommend third-party money managers or alternative investments. Financial planning is typically offered in conjunction with investment advisory services, but can also be contracted as a stand-alone service.
Assets Under Management$7.6B
Clients782
Advisors28
Avg. per Client$9.7M
Avg. per Advisor$270M
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
28 Advisors at this firm
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