Orchard City Wealth Management offers wealth management services that include ongoing financial planning, tax planning, and investment management. Financial planning covers retirement, risk management, college savings, cash flow, debt management, employee benefits, estate, and tax planning. Investment management involves managing tailored investment portfolios based on client goals and objectives. OCWM may use outside managers for portfolio management services.
Assets Under Management$120M
Clients55
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$120M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.40% |
The fee schedule is subject to customization based on a client’s financial situation. OCWM's complexity-based flat fee may be charged in addition to or in lieu of the asset-based fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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