Orchard Financial Group (OFG) manages investment portfolios and offers financial planning services. Financial planning can be a one-time service or an ongoing engagement. OFG also offers project-based and hourly financial planning. For employers, OFG provides financial wellness programs and employee benefit plan services. OFG uses fundamental, technical, and charting analysis for investment decisions.
Assets Under Management$13M
Clients48
Advisors1
Avg. per Client$270K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.45% |
For clients engaged in Comprehensive Financial Planning service, there is a $6,000 annual minimum fee. Fees are negotiable at the advisor’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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