Lynn H. Orr Capital Management Group offers personalized, discretionary portfolio management services to individuals and high-net-worth clients. Founded in 1998 and based in Marco Island, Florida, the firm tailors its investment strategies to meet each client's specific financial goals and risk tolerance. Lynn H. Orr Capital Management Group constructs portfolios using a wide range of investments, including stocks, bonds, mutual funds, exchange-traded funds, options, and real estate partnerships. The firm operates with a commitment to acting in its clients' best interests as a registered investment advisor, carefully evaluating each client's financial situation before building and managing their investment portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending on individual client circumstances.