Orchestral Financial Group provides financial planning and investment management services. Financial planning covers various aspects of managing financial resources. Portfolio management is offered on a discretionary basis, tailoring portfolios to individual goals and risk tolerance. The firm offers conservative, moderate, and aggressive-risk portfolios investing in various asset classes. They also provide advisory services to employer-sponsored retirement plans.
Assets Under Management$15M
Clients97
Advisors2
Avg. per Client$150K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.50% |
| $75K - $150K | 1.25% |
| $150K - $500K | 1.15% |
| $500K+ | 1.00% |
Fees may be negotiable. Sheltered Haven Portfolio: 0.35% for assets over $250,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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