Orgallic, LLC (ORG) provides ongoing portfolio management based on individual client goals and risk tolerance. Financial planning is included with portfolio management. ORG also offers standalone financial planning, including ongoing planning services and a subscription-based "First Mates Program." ORG primarily recommends ETFs but may use other securities. ORG requires discretionary authority to manage investments.
Assets Under Management$480K
Clients5
Advisors1
Avg. per Client$96K
Avg. per Advisor$480K
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.00% |
Beginning July 1, 2026, ORG plans to implement a minimum annual advisory fee, which is currently expected to be generally $4,500 per year, based on client complexity and scope of services. The minimum annual fee may be waived or adjusted at ORG’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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