Paul Orend is a CFA-designated registered investment advisor at Orend Investment Management, INC., based in Youngstown, OH, with 26 years of industry experience. Paul 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 7 clients with $2.5M 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 $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees may be negotiable for assets over $5 million.
Fee Estimator
Location
28 Goldie Rd., Youngstown, OH, 44505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Orend Investment Management, INC.
State Registrations1 state
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