Orange Investment Advisors manages investment portfolios and provides financial planning and consulting services for individuals, families, businesses, and retirement plans. The firm builds tailored portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, focusing on growth at a reasonable price. Orange Investment Advisors operates on a fee-only basis, meaning they are compensated directly by clients based on portfolio size and do not earn commissions from selling specific products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees vary by asset type. The primary schedule for equities, fixed income, and cash is shown. Other asset classes have separate schedules, such as fixed income only (0.60% down to 0.40%) and mutual funds (1.00%). Fees may be negotiable.