OnRoute Financial (ORF) offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. ORF also offers investment management services through third-party managers. ORF assists clients in selecting an appropriate investment allocation model and reviews the outside manager. ORF also provides online courses and educational seminars.
Assets Under Management$4M
Clients16
Advisors1
Avg. per Client$250K
Avg. per Advisor$4M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
The fee includes the outside manager's fee, and total fees charged by both parties will not exceed 3% of assets under management. All accounts in a household are aggregated when determining the fee tier. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...