Orchid Advisory offers investment management services designed to create personalized investment strategies based on a client's financial goals, time horizon, and risk tolerance. Orchid also provides family office services, including investment oversight, tax strategy, legacy planning, risk management, cash flow management, and bill pay services. Clients can choose between fixed or hourly fees for family office services.
Assets Under Management$300M
Clients15
Advisors3
Avg. per Client$20M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The specific fee will be agreed upon in the Advisory Agreement. Orchid may group certain related Client accounts for the purposes of achieving the minimum account size and determining the annualized fee. The combined total of all advisory fees will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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