Orca Investment Management offers investment management services designed to meet your specific financial goals. Orca works with individuals, high net worth individuals, 401k plans, businesses, trusts, and estates. Orca offers investment strategies ranging from conservative to aggressive. Clients grant Orca the authority to make investment decisions on their behalf.
Assets Under Management$210M
Clients364
Advisors4
Avg. per Client$580K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Orca's fees are based on the value of your portfolio and are negotiable. The fees generally range from 1.25% down to 0%. Fees are paid quarterly in advance. For some legacy clients, Orca has arranged a quarterly fixed fee in lieu of the management fee based on assets under management.
Loading...