Orca Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, trusts, businesses, and corporations. Orca Wealth Management manages client portfolios on a discretionary and non-discretionary basis, allocating assets among individual equity and debt securities, exchange-traded funds, and mutual funds. They may also recommend independent investment managers. Financial planning services include cash flow analysis, estate planning, education planning, and tax planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.65% |
This fee schedule may be based on cumulative household assets under management. Fees for new accounts which have fixed income only is 0.35%. Fees for SIM IRA discretionary accounts is 0.65%. Fees for non-discretionary accounts generally range from .005% - 0.50%.