Orcus Investment Advisors offers portfolio management services on a discretionary basis through separately managed accounts. They also provide investment consultations on held-away accounts. Orcus does not offer traditional financial planning services. The firm designs customized portfolios based on the client's risk profile, goals, and needs, potentially including model portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.70% |
| $250K - $500K | 0.60% |
| $500K - $750K | 0.50% |
| $750K - $1000K | 0.40% |
| $1.0M - $1.5M | 0.35% |
| $1.5M - $2.0M | 0.30% |
| $2.0M - $3.0M | 0.25% |
| $3.0M - $5.0M | 0.20% |
| $5M+ | 0.15% |
The above rates are for the "Classic Series". The "Enhanced Series" rates are: $0 - $249,999: 1.15% $250,000 - $499,999: 1.05% $500,000 - $749,999: 0.95% $750,000 - $999,999: 0.85% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $4,999,999: 0.65% $5,000,000 - Above: 0.60% Fees are negotiable and may be waived or discounted in certain circumstances.