Orr Financial provides investment management and financial planning services. Orr Financial offers two investment management services: Portfolio Management and Portfolio Monitoring. Portfolio Management accounts can be managed on either a discretionary or non-discretionary basis. All Portfolio Monitoring accounts are non-discretionary, managed by independent third-party money managers. Financial planning includes a review, analysis, and evaluation of your personal financial needs.
Assets Under Management$5.2M
Clients14
Advisors1
Avg. per Client$370K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable within each tier.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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