Edward Cruz is a registered investment advisor at Orion Portfolio Solutions, LLC, based in Omaha, NE, with 18 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 194,403 clients with $58B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Orion Portfolio Solutions offers various investment management programs with different fee structures. Fees are based on a combination of administrative fees and strategist fees. The administrative fee is what Orion charges for its advisory services. The strategist fee is for the specific investment strategy or model selected. Fees are paid monthly or quarterly, either in advance or in arrears, depending on the service.
Here are some examples of programs and their fees:
- Wealth Advisory: 0.65% plus strategist fees (varies)
- Disciplined Equity: Fees range from 0.10% to 0.35% plus strategist fees (0.10% - 0.15%)
- Orion Custom Indexing: 0.15%
There is also an annual $75 fee for each account or sleeve used in a client's household for households with assets on the platform valued at less than $100,000.
Location
17605 Wright St, Omaha, NE, 68130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Orion Portfolio Solutions, LLC
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State Registrations1 state
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