Orange Investment Advisors Fees & Minimum

Overview

Headquarters: Goshen, NY
Total Firm Assets: $1.7 billion
Average High-Net-Worth Client Portfolio Size: $2.6 million

Fee Disclosure

Source: ADV PART II BROCHURE (2026-03-19) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.20%
$1,000,001	$2,000,000	1.00%
$2,000,001	$3,000,000	0.80%
$3,000,001	$5,000,000	0.60%
$5,000,001	and above	0.50%

Stated Minimum Annual Fee: $3,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,000	1.20%
$5 million	$42,000	0.84%
$10 million	$67,000	0.67%
$50 million	$267,000	0.53%
$100 million	$517,000	0.52%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 58.32%
Number of High-Net-Worth Clients: 370
Total Client Accounts: 2,179
Discretionary Accounts: 2,091
Non-Discretionary Accounts: 88

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 107387

ADV PART II BROCHURE (2026-03-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Orange Investment Advisors, Inc.