Orchard Capital Management, LLC
Assets Under Management
$321.9M
Number of Clients
2
Number of Advisors
1
Avg. Portfolio per Client
$160.9M
Avg. Managed per Advisor
$321.9M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Orchard Capital Management offers investment management services, primarily on a discretionary basis, tailoring portfolios to clients' financial situations and goals. For certain clients, Orchard Capital also provides integrated financial planning services, including investment policy statements, goal planning, and financial reporting. Orchard Capital also offers family office services on a fee-for-service basis.
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and will not exceed 2.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
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Location
400 N. Michigan Avenue, #560, Chicago, IL, 60611