Orange Street Fund Advisors LLC manages custodial accounts and provides ongoing supervision. The firm invests in stocks, bonds, mutual funds, and exchange-traded funds. Recommendations are tailored to each client's financial situation and risk tolerance. Clients can impose restrictions on investments based on their values.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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