Orange Capital Management functions as a financial planner and refers clients to Cetera Investment Advisors for portfolio asset management. Orange Capital Management gathers client information to develop financial plans based on their goals, risk tolerance, and financial needs. Clients are not obligated to follow Orange Capital Management's advice or use its affiliated firms.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1000K | 1.35% |
| $1000K+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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