Orchard Advisors provides investment consulting based on an hourly fee and portfolio management services tailored to clients' financial goals, risk tolerance, and time horizon. They also offer investment advisory services for qualified retirement plans. Orchard Advisors constructs an Investment Policy Statement for each client and requests limited discretionary authority to execute buy and sell transactions.
Assets Under Management$74M
Clients305
Advisors3
Avg. per Client$240K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee for investment advisory services generally starts at 1.50% and is based on a percentage of assets under management. The AUM fee is negotiable at the discretion of Orchard Advisors. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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