Orend Investment Management provides investment management services primarily to individuals, trusts, and retirement accounts. Led by a Chartered Financial Analyst, the firm focuses on growing capital over the long term through careful research, broad diversification, asset allocation, and tax considerations. Portfolios typically include a mix of individual stocks, bonds, cash, and sometimes mutual funds for smaller accounts. Orend Investment Management does not offer standalone financial planning services and operates on a fee-only compensation structure, charging clients directly based on the value of the portfolio they manage.
Assets Under Management$2.4M
Clients7
Advisors1
Avg. per Client$340K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees are negotiable for assets under management in excess of $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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