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Lynn Orr

Lynn H. Orr Capital Management Group, INC.
25 Years of Experience
Marco Island, FL
1 Disclosure
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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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 78 clients with $93M in assets under management.

Lynn H. Orr Capital Management Group, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
78 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$93.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Marco Island, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1993
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Lynn H. Orr Capital Management Group, INC.
March 2001 - Present · 25 yrs 7 mos
State Registrations2 states
FLTX
Advisor

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Exams
No exam information available for this advisor.
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