Brad L. Orr offers personalized investment management and financial advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Founded in 2006 and operating as a registered investment advisor, the firm creates customized investment portfolios based on each client's specific goals using strategic asset allocation. In addition to managing investments, Brad L. Orr provides guidance on cash flow management, tax planning, insurance reviews, education funding, retirement planning, and estate planning. The firm operates on a fee-only basis, meaning no commissions or finder's fees are accepted from the sale of financial products, ensuring advice remains unbiased. Clients retain ultimate asset control while granting the firm limited trading authority to execute agreed-upon transactions through qualified custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.88% |
| $500K - $1.0M | 0.88% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.72% |
| $5M+ | 0.72% |
Fees are generally negotiable. Fees on assets exceeding $5,000,000 are negotiable.