Orrell Capital Management offers continuous advice on investing client funds based on individual client needs. They develop a personal investment policy and manage a portfolio based on that policy. They manage accounts on a discretionary basis, guided by client objectives and tax considerations. They also manage the OCM Gold Fund, a registered mutual fund.
Assets Under Management$91M
Clients2
Advisors1
Avg. per Client$45M
Avg. per Advisor$91M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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