Orgel Wealth Management offers investment and wealth management services to individuals, families, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Services include investment management, financial planning and consulting, and retirement plan consulting. Investment management is provided primarily on a discretionary basis under a wrap-fee program.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Orgel Wealth Management may charge a lesser investment management fee based upon certain criteria. Certain historic fee schedules may also impose lower advisory fees for the management of fixed income and cash and cash equivalent securities, compared to the advisory fee for managing equity and alternative investments.