Blake Wealth Strategies (BWS) provides investment management through Orion Portfolio Solutions or by recommending third-party managers. BWS also offers financial planning, covering topics like retirement, risk management, and estate planning. BWS can also provide services to retirement plans, acting as either a limited scope advisor or an investment manager. Clients can impose restrictions on their investments.
Assets Under Management$3.5M
Clients29
Advisors1
Avg. per Client$120K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Blake Wealth Strategies offers investment management through Orion Portfolio Solutions (OPS) and third-party managers.
Orion Portfolio Solutions:
- BWS charges 1% of the assets managed by OPS. This fee may be negotiable.
- OPS also charges fees for administration, account maintenance, and strategist services. The total annual fees for the OPS program may not exceed 2% of assets under management.
Third-Party Managers (Gradient Investments, LLC):
- BWS receives a portion of the fees charged by Gradient Investments, LLC (GI).
- The total fee (GI + BWS) ranges from 1.00% to 2.00% depending on the portfolio type (Strategic, Tactical, Allocation & Defined Outcome, Preservation, Private Wealth).
- For Client Directed Accounts, GI charges a flat fee of $300 per year, and BWS does not receive any portion of this fee.
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