David Panebianco is a registered investment advisor at Orange Investment Advisors, INC., based in Goshen, NY, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,410 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
117 Grand Street, 2nd Floor, Goshen, NY, 10924
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Orange Investment Advisors, INC.
State Registrations1 state
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