Orion Financial Advisors offers customized wealth management solutions for individuals, high net worth individuals, trusts, and estates. Orion Financial Advisors focuses on building diversified investment portfolios primarily using exchange-traded funds and mutual funds, alongside individual stocks, bonds, or options when appropriate. Orion Financial Advisors tailors investment strategies to match each client's specific goals, risk tolerance, and time horizon while acting legally required to act in your best interest. In addition to managing investments, Orion Financial Advisors provides educational seminars and workshops on investing and personal finance at no charge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.40% |
Fees are negotiable at the sole discretion of Orion Financial Advisors. Certain legacy clients may be billed under different fee schedules.