ORIS Wealth Designs offers investment management on a discretionary basis, tailoring portfolios to clients' goals and risk tolerance. They may use third-party investment managers. Financial planning is offered as part of investment management or as a standalone service, covering various financial aspects. Clients have the final say on implementing recommendations and must inform ORIS Wealth Designs of any changes in their financial situation.
Assets Under Management$2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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