Orion-Archstone Asset Management offers investment advice and manages portfolios for individuals, high-net-worth clients, families, and businesses. Orion aims to grow client wealth through active management and goal-based financial planning. Orion uses a client service model that includes discovery, planning, implementation, and monitoring. The firm constructs portfolios based on each client's objectives and financial profile, and monitors them to ensure they meet the client's goals.
Assets Under Management$1.8M
Clients4
Advisors1
Avg. per Client$450K
Avg. per Advisor$1.8M
Fee Structure
Orion-Archstone Asset Management charges a percentage of your portfolio each quarter, ranging from 1.00% to 2.5% per year, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees may be negotiable.
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