Aldrich Wealth LP provides comprehensive investment management, financial planning, and consulting services to individuals, families, businesses, and retirement plans. Operating since 1998, Aldrich Wealth builds tailored portfolios using mutual funds, exchange-traded funds, individual bonds, and alternative investments such as private equity and real estate funds. The firm also recommends independent third-party managers for specialized investment strategies. For private wealth clients, advisors design customized asset allocation strategies based on each client's unique financial goals, risk tolerance, and tax situation. Aldrich Wealth evaluates tax efficiency and incorporates strategies like tax-loss harvesting when appropriate. Clients can also receive personal financial planning covering retirement, estate planning, education funding, and charitable giving. Where appropriate, Aldrich Wealth collaborates with its affiliate, Aldrich CPAs and Advisors LLP, to offer integrated tax and accounting services, though clients are never obligated to use the affiliate. Additionally, the firm offers corporate retirement plan services and specialized cash management solutions.
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.