Origin Wealth Advisers provides comprehensive financial planning and investment portfolio management services. The firm tailors its advice to each client's unique circumstances, risk profile, and time horizon. Origin incorporates employer equity compensation programs and employee benefit optimization into its planning. The firm's fees are based on a client’s net worth, not just investment assets.
Fee Structure
Origin Wealth Advisers' fees are based on your net worth, not just the value of the investments they manage. The annual fee is $15,000 for clients with a net worth between $450,000 and $2,499,999. For clients with a net worth of $2,500,000 and above, the annual fee is 0.60% of their net worth. The first quarter's fees are due upon signing the agreement. Beginning the second quarter, fees are billed after services have been provided. You can choose to have the fees deducted directly from your account or be billed directly. Credit card payments are accepted but incur a processing fee.