Origin Investment Advisory LLC
Assets Under Management
$2.1M
Number of Clients
1,776
Number of Advisors
39
Average Client AUM
$1K
AUM per Advisor
$55K
Compensation
Fixed/Hourly
About This Firm
Origin Investment Advisory LLC offers financial planning and investment advisory services through direct-to-consumer and employer-sponsored models. Services include budgeting tools, AI-powered advice, stock bundles, and automated index investing. The firm provides both discretionary and non-discretionary advice tailored to client goals and risk tolerance.
Fee Structure
Clients in the Direct-to-Consumer model pay an annual subscription fee for access to financial planning services and platform features. Clients may also purchase financial planning sessions with a financial advisor. Clients who invest through the Automated Index Investing (AII) programs are not charged an annual management fee by the Firm. However, the mutual funds and ETFs held within AII portfolios may have their own fees.
Areas of Practice
Location
68 Harrison Avenue, Ste 605 Pmb 50966, Boston, MA, 02115-1929
