Orchard Financial Group provides tailored investment management and comprehensive financial planning services for individuals, families, and business owners. Orchard Financial Group builds custom investment portfolios based on each client's specific goals, risk tolerance, and tax situation, and may also utilize third-party managers. In addition to managing investments, Orchard Financial Group offers extensive financial planning covering retirement, taxes, estate planning, cash flow and debt management, college savings, employee benefits, and risk management. Clients can choose standalone project-based planning, hourly consulting, or ongoing comprehensive financial planning. Comprehensive financial planning may be included at no additional cost for clients who maintain at least $600,000 in assets managed by Orchard Financial Group.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.45% |
Fees are negotiable at the advisor's discretion. Comprehensive financial planning clients have a $6,000 annual minimum fee.
