Assets Under Management
$6.5B
Number of Clients
857
Number of Advisors
27
Average Client AUM
$7.5M
AUM per Advisor
$239.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Aldrich Wealth LP offers investment management and financial planning services to individuals, businesses, trusts, and retirement plans. They utilize an Investment Committee to set asset allocation guidelines and construct portfolios based on client's financial profile. They may recommend third-party managers and alternative investments.
| Assets Under Management | 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 negotiable for accounts over $25,000,001.
5665 SW Meadows Rd, Suite 200, Lake Oswego, OR, 97035