Orend Investment Management is an investment advisory firm that manages assets for clients, primarily individuals and trusts. Orend aims to grow capital over time through investment research, diversification, asset allocation, and tax considerations. The firm invests in equity securities, fixed income, and cash-like securities. Orend Investment Management may provide consulting services to other professional investors.
Assets Under Management$2.5M
Clients7
Advisors1
Avg. per Client$360K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees may be negotiable for assets over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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