Orca Investment Management, LLC
Assets Under Management
$183.4M
Number of Clients
272
Number of Advisors
4
Average Client AUM
$674K
AUM per Advisor
$45.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Orca Investment Management, LLC, provides asset management services tailored to meet client investment objectives, ranging from conservative capital preservation to aggressive capital appreciation. They offer discretionary investment management, purchasing and selling securities on behalf of clients. Clients are responsible for providing complete and updated financial information.
Fee Structure
Fees are negotiable based on account size and servicing requirements, ranging from 0% to 1.25% of assets under management. Fees are generally payable quarterly in advance, based on the account's market value. Some legacy clients have a tiered schedule or a fixed quarterly fee. Clients are responsible for verifying the accuracy of fee calculations. Special projects may incur negotiable fees. There is no minimum account size.
Areas of Practice
Location
6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035