Orange Investment Advisors provides investment services to individuals, trusts, estates, corporations, pension and profit-sharing plans, charitable institutions, and investment companies. OIA manages client investment accounts on a discretionary or non-discretionary basis, tailoring investment strategies to meet client-provided goals and timelines. OIA also provides financial planning advice to existing clients, covering personal, education, tax, death & disability, retirement, and investment areas.
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