Lynn H. Orr Capital Management Group provides investment advice tailored to individual client needs and objectives through discretionary portfolio management. They primarily advise on equity securities, debt securities, mutual funds, ETFs, and other investments. They do not participate in wrap fee programs.
Assets Under Management$72M
Clients67
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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