Orion Portfolio Solutions operates multiple investment platforms—including Orion Portfolio Solutions, Brinker Capital Investments, and Orion Wealth Tech Solutions—providing investment strategies, portfolio management, reporting, and administrative services. The firm serves registered investment advisors, broker-dealers, and individual investors through programs like Wealth Advisory, Separately Managed Accounts, Strategist Programs, and Core Asset Managers. Orion offers diverse investment approaches ranging from model portfolios and custom indexing to proprietary mutual funds and alternative investments. The firm works with independent financial advisors who maintain primary client relationships, while also offering direct wealth advisory services for high-net-worth and ultra-high-net-worth clients, family offices, and institutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Schedule reflects administration fees for the Wealth Advisory program on the Orion Portfolio Solutions platform. Other programs have separate fee schedules (e.g., Brinker Capital Wealth Advisory at a flat 0.65%, Core Guided Manager starting at 0.35%). An annual $75 fee applies to accounts or sleeves under $100,000. Fees are negotiable.