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Lynn Orr
25 Years of Experience
Marco Island, FL
1 Disclosure
Lynn Orr is a registered investment advisor at Lynn H. Orr Capital Management Group, INC., based in Marco Island, FL, with 25 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $72M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$72.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Marco Island, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 1993Settled
Employment History
Current Registrations
Lynn H. Orr Capital Management Group, INC.
March 2001 - Present · 25 yrs 1 mo
State Registrations2 states
FLTX
Advisor
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.
Exams
No exam information available for this advisor.