Orbis Wealth Management offers investment management services on a discretionary or non-discretionary basis, constructing portfolios using mutual funds, ETFs, individual stocks and bonds, and cash. They also manage variable annuity products and provide financial planning services, including full financial plans and consultation services on individual topics. Orbis Wealth Management also provides limited scope ERISA 3(21) fiduciary services to qualified retirement plans.
Assets Under Management$70M
Clients162
Advisors1
Avg. per Client$430K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable based on various criteria. The same fee schedule applies to direct asset management and variable annuity management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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