Orion Wealth Management offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance through an established Investment Policy Statement. Orion Wealth Management helps clients with asset allocation, investment strategy, asset selection, and regular portfolio monitoring, while also providing services for held-away accounts like 401(k) plans through order management systems. Additionally, Orion Wealth Management can direct clients to third-party investment advisers, such as Betterment, and offers a bundled wrap fee program where management fees and trading costs are combined into a single payment. The firm limits its investment advice primarily to mutual funds, fixed income securities, annuities, equities, and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable up to 1.50% for retail accounts. When utilizing Betterment, Orion Wealth Management charges 1.10% plus Betterment's fee of up to 0.20% for a total fee up to 1.30%.