Fee Schedule

All of Orchard's assets fall under a fee-based asset advisory model, charging a fixed percentage of assets under management. This method of compensation limits potential conflicts of interest with any investment recommendations because there is never an incentive to buy or sell a security to generate an added commission. That being said, while rare, there are occasions in which an alternative investment product may be the best decision for your particular needs. 

We choose to employ the fee-based model of compensation, rather than the strictly commission-based model offered by many other firms, so that our fees are transparent to you. We are neither the most expensive asset advisory firm you will encounter nor the cheapest. Overall, our fees are less than that of an average global mutual fund. 

Orchard's fee-based accounts follow a straight-forward approach by charging you 2.0% to 1% of assets under management annually.