ORBA Wealth Advisors offers financial planning, estate, tax, and retirement planning services free of charge to investment advisory clients. They also assist clients in determining and implementing an appropriate investment strategy based on their financial situation, goals, and risk tolerance. ORBA may refer clients to third-party money managers and offers portfolio management services through LPL Financial.
Assets Under Management$140M
Clients107
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$68M
www.orbawealthadvisors.com ·www.linkedin.com/company/orba-wealth-advisors-llc ·www.facebook.com/orbawealthadvisors
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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