Aldrich Investment Management is a registered investment advisor founded in 2017 that offers both discretionary and non-discretionary investment management, along with comprehensive financial planning and consulting services. The firm designs customized investment portfolios utilizing a multi-strategy equity-focused approach, incorporating exchange-traded funds, index funds, individual equities, and specialized vehicles like leveraged and buffered exchange-traded funds. In addition to managing portfolios, Aldrich Investment Management creates detailed financial plans covering retirement strategies, cash flow analysis, tax reduction, estate preservation, and risk management. The firm serves individuals, high net worth individuals, and trusts, operating out of Henderson, Nevada under the leadership of sole owner William Aldrich.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable based on historical relationships, asset types, and account size.