Orion Capital Management offers customized investment portfolio management and financial planning services. Orion works with clients to determine suitable investment strategies and asset allocations, making adjustments as needed. Financial planning covers retirement, tax, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Orion uses a detailed evaluation of a client's current and future financial state to project future outcomes.
Fee Structure
Orion Capital Management's investment management fees range from 0.9% to 1.5% per year of the value of your portfolio, but the exact rate is determined at Orion's discretion. All households are subject to a minimum quarterly fee of $950. Fees are negotiable based on your service needs and the potential economic impact of your business relationship with Orion.