Anthony J. Orlando, Inc. provides financial and investment advice to individuals, corporations, non-profits, pension plans, and trusts/estates. Services include investment management, estate planning, retirement planning, insurance consulting, college funding, and employee benefits. Investment advice is tailored to each client's risk tolerance and financial goals. The firm uses various investment programs through Osaic Wealth, Inc.
Assets Under Management$90M
Clients178
Advisors1
Avg. per Client$510K
Avg. per Advisor$90M
www.facebook.com/anthony-j-orlando-inc-11808194... ·www.anthonyorlandoinc.com ·www.linkedin.com/in/anthony-orlando-cfp
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $750K | 0.75% |
| $750K - $1.3M | 0.50% |
| $1.3M - $5.0M | 0.40% |
| $5.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
This fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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