Brad Orr is a registered investment advisor at Orr, Brad L., based in Casper, WY, with 8 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 81 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.88% |
| $500K - $1.0M | 0.88% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.72% |
| $5M+ | 0.72% |
Fees are generally negotiable.
Fee Estimator
Location
5830 E. 2nd Street, Casper, WY, 82609
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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
Orr, Brad L.
State Registrations1 state
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