Orgel Wealth Management is an independent registered investment advisor offering comprehensive wealth management, portfolio management, financial planning, and consulting services. Operating primarily through a bundled fee program that covers both investment management and brokerage custody services, Orgel Wealth Management works closely with clients to build personalized investment portfolios based on their goals, risk tolerance, and time horizon. Portfolios typically include mutual funds, exchange-traded funds, bonds, cash, and can accommodate alternative assets, private investments, and structured notes upon request. In addition to managing investments, Orgel Wealth Management provides integrated financial planning covering retirement, tax strategies, estate planning assistance, education funding, and business consulting. The firm serves a wide range of clients including individuals, high-net-worth families, trusts, estates, charitable organizations, and corporate retirement plans.
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% |
Fees are negotiable based on factors such as anticipated future assets, account composition, and related accounts. Lower fee arrangements may apply to short-duration fixed income investments.