Orderly Finance offers investment advisory services to individuals. These services include comprehensive portfolio management, asset management, and family office concierge services. The firm works with clients to understand their financial situation, goals, and risk tolerance. Orderly Finance may use third-party advisors to implement investment portfolios.
Assets Under Management$75M
Clients28
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$75M
Fee Structure
Investment management only (planning not offered)
Orderly Finance offers two investment management services:
- Comprehensive Portfolio Management: Fees are charged as a percentage of your portfolio or a fixed fee, not exceeding 1.50% annually. A combination of both may be negotiated, but the total will not exceed 1.50%.
- Asset Management: Fees are charged as a percentage of your portfolio or a fixed fee, not exceeding 1.30% annually. A combination of both may be negotiated, but the total will not exceed 1.30%.
Fees are billed quarterly based on the average daily balance. Fees are negotiable.
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