Gregory Orrell is a registered investment advisor at Orrell Capital Management, based in Livermore, CA, with 8 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $100.0M | 0.75% |
| $100M+ | 0.63% |
Account Management Fees are calculated at an annual rate not to exceed 1.50%. Some Managed Accounts pay an incentive fee of typically 20% of the net profits above the account's previous high water mark.
Fee Estimator
Location
2600 Kitty Hawk Road, Suite #119, Livermore, CA, 94551
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gregory is the president and 100% owner of Orrell Capital Management, Inc., a registered investment advisor. He also serves as an officer for the Monterey OLM Gold Fund, conducting business through Orrell Capital Management.
Employment History
Current Registrations
Orrell Capital Management
State Registrations1 state
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