Orbital Management, located in Ardmore, PA, offers investment advisory services. They begin by understanding each client's financial objectives, time horizon, risk tolerance, and budgetary constraints to develop an appropriate investor profile. They then construct portfolios using a mix of investments, including those managed by Orbital Management and passive ETFs. Reports are provided quarterly to keep clients informed of their financial position and portfolio performance. Clients can choose discretionary, non-discretionary, or hybrid investment management.
Assets Under Management$2.3M
Clients4
Advisors1
Avg. per Client$570K
Avg. per Advisor$2.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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