Orion Financial Advisors offers customized wealth management solutions to individuals, high net worth individuals, trusts, and estates. Orion works with clients to understand their investment goals, risk tolerance, and financial situation to create a portfolio strategy. Orion primarily uses low-cost, diversified exchange-traded funds and mutual funds, but may also use individual stocks, bonds, or options. Orion may also provide educational seminars or workshops for groups seeking general advice on investing and other areas of personal finance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy clients may be billed under a different fee schedule. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.