Orion Capital offers customized investment management services to individuals, high net worth clients, corporations, and other business entities. Orion Capital manages assets on a discretionary basis, investing in stocks, bonds, mutual funds, and exchange traded funds. The firm creates customized investment strategies based on client objectives, needs, and risk tolerance.
Assets Under Management$7.5M
Clients26
Advisors1
Avg. per Client$290K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable. Orion Capital also charges a performance-based fee equal to 15% of the capital appreciation of each client’s account for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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