Origin Investment Advisory offers financial planning and investment services through two models: direct-to-consumer and employer-sponsored. Services include budgeting tools, an AI advisor, stock bundles, and automated index investing. The firm uses questionnaires to assess client risk profiles and tailors advice accordingly. Clients can access financial planners and AI-driven insights to manage their finances.
Fee Structure
Origin Investment Advisory does not charge a management fee based on the value of your account for Automated Index Investing (AII) programs. However, the mutual funds and ETFs within the portfolios may have their own fees, such as sales loads, management fees, and operating expenses. Administrative and trading costs may also be imposed by DriveWealth, the firm's broker-dealer.
