Orleans Capital Management (OCM) offers investment advisory services to both institutional clients like pensions and high-net-worth individuals and families. OCM focuses on managing fixed income and equity assets. OCM allocates client assets among individual fixed income and equity securities, mutual funds, and exchange traded funds. OCM does not provide financial planning or related consulting services.
Fee Structure
Orleans Capital Management's advisory fee is paid quarterly, based on the market value of your investments at the end of the previous quarter. The fees can vary based on factors like the type and amount of assets, the complexity of the engagement, and the scope of services. OCM may agree to a fixed fee arrangement or a different billing interval.