Curt Schultzberg

Orange Investment Advisors charges a fee based on the amount of your portfolio. The fee ranges from 0.25% to 1.20% depending on the type of assets and the amount invested. Some accounts under a certain threshold are charged a fixed minimum fee.

Here's a breakdown of the fees for different portfolio types:

• Equities, Fixed Income & Cash Equivalents:
  • Up to $1,000,000: 1.20%
  • $1,000,001 - $2,000,000: 1.00%
  • $2,000,001 - $3,000,000: 0.80%
  • $3,000,001 - $5,000,000: 0.60%
  • $5,000,001+: 0.50%
  • Minimum Fixed Fee: $3,000
• Fixed Income & Cash Equivalents:
  • Up to $1,000,000: 0.60%
  • $1,000,001+: 0.40%
  • Minimum Fixed Fee: $1,200
• Mutual Funds or Mutual Funds with Individual Fixed Income:
  • On total assets: 1.00%
  • Minimum Fixed Fee: $500
• Advisory 401(k) Plans:
  • Up to $500,000: 0.75%
  • $500,001 - $2,500,000: 0.50%
  • $2,500,001+: 0.25%
  • Minimum Fixed Fee: $2,000