Michael Orr
Michael Orr is a registered investment advisor at Private Client Services, LLC, based in Saint Charles, MO, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2085 Blue Stone Drive, Saint Charles, MO, 63303
Get directionsHistory
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 →Other Business Activities
Michael owns and manages Orr's Crafts, a woodworking business, since 1993, dedicating minimal time. He is also an advisory representative of a registered investment advisor (RIA) called CIRA, spending full-time hours on this activity, and is involved with the Knights of Columbus Council scholarship committee, spending a few hours per week. Michael also owns Orr Financial as a financial consultant, dedicating full-time hours to this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Axius Advisors LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
Pfic Securities CorporationBroker
Fiserv Investor Services, INC.Broker
State Registrations4 states
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.