Hudson Valley Investment Advisors, INC.
Assets Under Management
$1.7B
Number of Clients
1,410
Number of Advisors
9
Avg. Portfolio per Client
$1.2M
Avg. Managed per Advisor
$183.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Orange Investment Advisors provides investment services to individuals, trusts, estates, corporations, pension and profit-sharing plans, charitable institutions, and investment companies. Client investment accounts can be managed with or without OIA having the authority to make trades. OIA also offers financial planning advice to existing clients, covering personal finances, education, tax, retirement, and investments. OIA also provides investment consulting services to third-party managers and 401(k) consulting services.
Fee Structure
Orange Investment Advisors charges a fee based on the amount of your portfolio. The fee ranges from 0.25% to 1.20%. Some accounts under a certain threshold are charged a fixed fee.
The fees vary based on the types of assets in your portfolio:
- 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
Areas of Practice
Location
117 Grand Street, 2nd Floor, Goshen, NY, 10924