Origin Investment Advisory LLC offers digital-first financial planning, budgeting, forecasting, and investment management services. Clients can access services directly through a consumer subscription model or via employer-sponsored benefit programs. The firm utilizes a mix of budgeting tools, artificial intelligence guidance, Certified Financial Planner professionals, and automated index investing strategies implemented through an exclusive relationship with a broker-dealer and custodian. Services include cash flow analysis, retirement projections, debt management, and automated portfolio rebalancing using Modern Portfolio Theory. The firm operates primarily online and focuses on making financial guidance accessible to retail investors without traditional asset minimums.
Fee Structure
Origin Investment Advisory does not charge an annual management fee based on the value of your portfolio for its automated index investing program. However, you will pay the underlying operating expenses and management fees charged by the exchange-traded funds or mutual funds held in your portfolio, along with any administrative or trading costs charged by the custodian.
