Orion Investment Company provides investment advice and makes investments for clients based on their individual needs, including their need for income, long-term goals, risk tolerance, and any other guidelines. Orion develops a "Target Portfolio" to guide the investment program over a 3- to 5-year period. Clients give Orion the authority to change the asset mix to accommodate changes in the investment environment.
Assets Under Management$440M
Clients633
Advisors4
Avg. per Client$700K
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees may be negotiable in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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