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Updated September 28, 2026. Quick answer: Aldrich Wealth discloses a whole-balance breakpoint schedule starting at 1.00% in its Form ADV Part 2A (March 5, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 5, 2026): “Assets Under Management Annual Fee Up to $2,000,000* 1.00%* $2,000,001 to $5,000,000 0.85% $5,000,001 to $10,000,000 0.70% $10,000,001 to $25,000,000 0.60% Over $25,000,001 Negotiable *Minimum Annual Fee Requirement: A minimum annual advisory fee of $10,000 applies to each client relationship.”
Note: CRD 147200 is ACTIVE and SEC-registered (effective 5/27/2008), confirmed live via IAPD on 2026-09-28. Aldrich Wealth’s own Form ADV Part 1A (filed 3/5/2026) reports total regulatory assets under management of $7,615,331,850 (discretionary $6,412,231,464 plus non-discretionary $1,203,100,386), about $7.6 billion. The brochure discloses a $10,000 minimum annual advisory fee per client relationship for the Private Wealth fee schedule.
- Up to $2,000,000: 1.00%
- $2,000,001 to $5,000,000: 0.85%
- $5,000,001 to $10,000,000: 0.70%
- $10,000,001 to $25,000,000: 0.60%
Minimum annual fee: $10,000.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $10,000 | 4.00% |
| $500,000 | $10,000 | 2.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
Aldrich Wealth prices the whole account balance at a single bracket rate based on where it falls in the Private Wealth schedule, starting at 1.00% up to $2,000,000 and stepping down at higher breakpoints, then applies the disclosed $10,000 minimum annual fee as a floor. At $250,000, $500,000, and $1,000,000 the calculated fee falls below $10,000 so the minimum controls, while at $2,000,000 the 1.00% bracket rate produces a larger figure than the floor.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Aldrich Wealth’s own published rate runs $10,000 a year.
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- Form ADV Part 2A (March 5, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014828
- SEC Investment Adviser Public Disclosure, Aldrich Wealth LP (CRD #147200): https://adviserinfo.sec.gov/firm/summary/147200
- Aldrich Wealth LP, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/147200/PDF/147200.pdf
Methodology. This page was built September 28, 2026, drawing on Aldrich Wealth’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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What does it take to open an account? See Aldrich Wealth’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Aldrich Wealth against other options? See Aldrich Wealth alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.