Overview
- Headquarters
- Lake Oswego, OR
- Total Firm Assets
- $7.6 billion
- Average High-Net-Worth Client Portfolio Size
- $12.3 million
Fee Disclosure
Source: ALDRICH WEALTH FORM ADV 2A_2025 (2025-03-24)
· View brochure text
Latest filing: ALDRICH WEALTH FORM ADV 2A_2026 (2026-03-05)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.70% |
| $10,000,001 | $25,000,000 | 0.60% |
| $25,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $45,500 | 0.91% |
| $10 million | $80,500 | 0.80% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 62.65%
- Number of High-Net-Worth Clients
- 387
- Total Client Accounts
- 2,477
- Discretionary Accounts
- 2,458
- Non-Discretionary Accounts
- 19
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 147200
- ALDRICH WEALTH FORM ADV 2A_2026 (2026-03-05) · View brochure text
- ALDRICH WEALTH FORM ADV 2A_2025 (2025-03-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗