Orbit Financial Planning and Investments (OFPI) is a registered investment advisor offering discretionary portfolio management services. OFPI works with clients to gather financial information, determine goals, and decide how much risk to take in their investments. OFPI monitors portfolios continuously and rebalances them as needed. OFPI may use sub-advisors to manage portions of client accounts, specializing in alternative investments. OFPI also provides asset allocation review for accounts held away from their recommended custodians.
Assets Under Management$2.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances, among others.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...