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Denis Mccartan

Orion Portfolio Solutions, LLC
24 Years of Experience
Berwyn, PA
1 DisclosureBroker
View SEC Summary
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Denis Mccartan is a registered investment advisor at Orion Portfolio Solutions, LLC, based in Berwyn, PA, with 24 years of industry experience. Denis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 187,975 clients with $65B in assets under management.

Orion Portfolio Solutions, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
199 advisors
Number of Clients
187,975 clients
Average Client Portfolio
$345K average
Assets Under Management
$64.8B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.60%
$1.0M - $2.0M0.50%
$2.0M - $3.0M0.45%
$3.0M - $4.0M0.40%
$4.0M - $5.0M0.35%
$5M+0.30%

Schedule reflects administration fees for the Wealth Advisory program on the Orion Portfolio Solutions platform. Other programs have separate fee schedules (e.g., Brinker Capital Wealth Advisory at a flat 0.65%, Core Guided Manager starting at 0.35%). An annual $75 fee applies to accounts or sleeves under $100,000. Fees are negotiable.

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

Location

1055 Westlakes Drive, Suite 250, Berwyn, PA, 19312

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History

Regulatory History (1)
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Criminal
June 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Orion Portfolio Solutions, LLC
January 2023 - Present · 3 yrs 9 mos
Brinker Capital Securities, LLC
February 2005 - Present · 21 yrs 8 mos
Brinker Capital Securities, LLCBroker
February 2005 - Present · 21 yrs 8 mos
Previous Registrations
Orion Portfolio Solutions, LLC
January 2022 - January 2023 · 1 yr
Brinker Capital Investments, LLC.
October 2020 - December 2021 · 1 yr 2 mos
Brinker Capital INC
October 2007 - October 2020 · 13 yrs
Metlife Securities INC.Broker
February 2004 - February 2005 · 1 yr
Metropolitan Life Insurance CompanyBroker
February 2004 - February 2005 · 1 yr
Cms Investment Resources, INC.Broker
August 2002 - February 2004 · 1 yr 6 mos
Pruco Securities CorporationBroker
May 1998 - March 1999 · 10 mos
State Registrations2 states
NEPA
AdvisorBroker

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.
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