Orion Wealth Management (OWM) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. OWM creates an Investment Policy Statement for each client. OWM may also direct clients to third-party investment advisors. OWM generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$16M
Clients75
Advisors4
Avg. per Client$220K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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