Luan Dollens is a registered investment advisor at Aldrich Wealth LP, based in Lake Oswego, OR, with 32 years of industry experience. Luan 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
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 negotiable for accounts over $25,000,001. A minimum annual advisory fee of $10,000 applies.
Fee Estimator
Location
5665 SW Meadows Rd, Suite 200, Lake Oswego, OR, 97035
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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
Luan is a member of TLD Consulting Services, LLC, providing various consulting projects and management services since January 2024. This takes minimal time.
Employment History
Current Registrations
Aldrich Wealth LP
Previous Registrations
M Holdings Securities, INC.
M Financial Asset Management, INC.
M Holdings Securities, INC.Broker
Am&a Securities, INC.Broker
U.S. Bancorp Investments, INC.Broker
Mcdonald Investments INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
Security Pacific Investments, INC. a Washington CorporationBroker
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.