Orographic Financial Advisors offers wealth management, including investment management, portfolio trading, and rebalancing, tailored to each client's goals. They also provide financial planning, addressing estate, tax, charitable giving, cash flow, wealth transfer, and family legacy objectives. Orographic collaborates with clients' other advisors to ensure a coordinated approach.
Assets Under Management$210M
Clients111
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual advisory fee is 1.00% with a minimum annual advisory fee of $2,500. However, some clients are on a lower fee schedule or waived minimum fee based on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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