Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
ORG Partners, LLC charges an annual wrap fee based on total assets under management, up to 2.00% for all assets. This fee is negotiable based on client needs and complexity. The fee covers transaction costs, but clients are responsible for custodial fees, fund expenses, and other account-related fees. Fees are paid quarterly in advance, with prorated refunds upon termination. ORG receives around 90% of the advisory fee after paying transaction fees. There is no account minimum.
Areas of Practice
Advisor Information
Office location
100 Fillmore Street, Suite 500, Denver, CO, 80206
Get directionsRegulatory History (2)
Criminal
April 1996Criminal
July 1992Other Business ActivitiesSells Insurance
Julian is a Managing Director at Org Partners LLC, running an independent RIA, Cirque Financial Group, dedicating about a quarter of his time. He also works as an agent selling fixed/traditional insurance, spending a few hours per week, and processes broker dealer investments with PKS Broker Dealer for minimal time per month. Additionally, Julian is a board member for the Colorado Photographic Arts Center, a non-profit, spending a few hours per week.