Orchard Advisors is a registered investment advisor founded in 2016 and based in Cazenovia, New York, led by sole member Andrew P. Nardella. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and advisory services for qualified retirement plans. Orchard Advisors tailors its investment strategies to each client's specific financial goals, risk tolerance, tax bracket, time horizon, and life circumstances, utilizing economic, cycle, fundamental, and technical analysis. The firm recommends a broad range of securities, including exchange-listed equities, corporate debt, municipal securities, government securities, closed-end funds, exchange-traded funds, and mutual funds. Orchard Advisors does not participate in wrap fee programs and does not accept compensation for the sale of investment products. Clients can impose reasonable restrictions on investing in certain securities or sectors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee starts at 1.50% of assets under management and is negotiable. Separate schedule applies to qualified retirement plans.