Brad L. Orr offers investment management and advice to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Brad L. Orr is a fee-only firm and does not receive commissions.
Assets Under Management$21M
Clients81
Advisors1
Avg. per Client$260K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.88% |
| $500K - $1.0M | 0.88% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.72% |
| $5M+ | 0.72% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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