Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$160.9M average
Assets Under Management
$321.9M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and will not exceed 2.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
400 N. Michigan Avenue, #560, Chicago, IL, 60611
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Other Business Activities
Blake is a minority owner in Redwood Partners LLC, providing consulting services on bank stocks, which takes a few hours per week. He also serves as a trustee for multiple family investment and real estate holding companies.
Employment History
Current Registrations
Orchard Capital Management, LLC
December 2015 - Present · 10 yrs 3 mos
Previous Registrations
Forestview Wealth Management, LLC
June 2013 - April 2015 · 1 yr 10 mos
State Registrations1 state
IL
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.