Orchid Wealth Management offers financial planning services covering cash flow, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services. Orchid Wealth Management assists retirement plan sponsors and offers educational workshops on financial topics. The firm manages portfolios on a non-discretionary basis, meaning clients must approve all investment decisions.
Assets Under Management$1.1M
Clients1
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$1.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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