Orf Capital Management (OCM) offers financial planning and investment advice to individuals and families. OCM is a fee-only advisor, meaning it only gets paid by clients. OCM tailors its advisory service to the needs of individual clients by interviewing them and evaluating their future financial requirements while considering their tolerance for portfolio decline. The financial instruments recommended may include exchange traded funds (ETFs), mutual funds, stocks, bonds, cash, CDs, and options.
Fee Structure
Orf Capital Management charges an hourly rate of $200 or a flat rate, both of which are negotiable. Clients are billed quarterly after the work is completed for investment management services. Clients can pay by check or have the fee directly deducted from their accounts.