Executive Services, LLC, also known as ORION Investments, provides ongoing portfolio management based on your individual financial goals, risk tolerance, and time horizon. They create a personalized Investment Policy Statement for each client. They also offer financial planning services, including investment, retirement, education, and debt/credit planning. They primarily use mutual funds, fixed income securities, equities, and ETFs.
Assets Under Management$29M
Clients38
Advisors1
Avg. per Client$760K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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