Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Aldrich Wealth does not publish a minimum dollar amount to open a Private Wealth account. Instead, it enforces a $10,000 minimum annual advisory fee per client relationship, which becomes the real floor for smaller balances once the percentage schedule alone would charge less than that.
The minimum, in the firm’s own words
Aldrich Wealth’s own Form ADV Part 2A brochure states no minimum account size, but does disclose a $10,000 minimum annual advisory fee per client relationship, which becomes the real floor for smaller balances once the percentage schedule alone would charge less than that.
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Private Wealth | No published minimum account size | $10,000 minimum annual advisory fee per client relationship | N/A (fee floor, not account-size minimum) |
| Source: Form ADV Part 2A, March 5, 2026 | |||
Aldrich Wealth’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $10,000 |
| $500,000 | $10,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What else to know
Aldrich Wealth’s brochure explicitly calls minimum account sizes negotiable and does not state a dollar asset threshold; the $10,000-a-year figure is a minimum FEE that applies once the standard asset-based schedule would otherwise charge less than $2,500 a quarter, which the brochure itself notes can push the effective rate above 1% annually for relationships under roughly $1,000,000.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Aldrich Wealth’s own published fee schedule runs $10,000 a year; see the full dollar breakdown from Aldrich Wealth’s own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with Grimes & Company.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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, quoting directly from Aldrich Wealth’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.