Assets Under Management
$772.6M
Number of Clients
718
Number of Advisors
19
Average Client AUM
$1.1M
AUM per Advisor
$40.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
ORG Partners, LLC participates in wrap fee programs, charging one fee to cover portfolio management and transaction costs. Fees are negotiable and assessed quarterly. ORG manages client assets based on individual goals and risk tolerance, sometimes using model portfolios from Ascentis Asset Management.
13548 Zubrick Road, Roanoke, IN, 46783