Orchard Wealth & Legacy Management provides investment advisory services to individuals, high net worth individuals, trusts, and estates. Orchard Wealth creates customized investment solutions through personal contact and discretionary investment management. The firm builds portfolios based on the Benjamin Graham value-investing framework, typically using 15-25 individual securities, exchange traded funds, fixed income securities, or real estate investments.
Fee Structure
Orchard Wealth's investment advisory fees range from 1.00% to 2.00% annually, based on the value of your investments. The fee depends on the complexity of services, the amount of assets managed, and the overall relationship with Orchard Wealth. Fees are negotiable at the Advisor's discretion.