Orser Investment Advisors provides financial analysis and investment management. Advice includes determining financial objectives, identifying financial problems, tax review, insurance review, investment management, education funding, retirement planning, and estate planning. Orser Investment Advisors is a fee-only firm and does not sell annuities or insurance. They have discretionary authority over most client accounts, but some clients make their own investment decisions.
Assets Under Management$35M
Clients54
Advisors1
Avg. per Client$650K
Avg. per Advisor$35M
www.linkedin.com/in/julie-orser-odermatt-15356319 ·facebook.com/feeonlyfiduciaryadvisor ·orserinvestment.com
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
These fees are for managed accounts. Unmanaged accounts are charged: 0.50% on the first $2,000,000; 0.25% over $2,000,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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