Portfolio Management Fee
We’ve kept it simple. Our fees are extremely competitive.
Orcus Investment Advisors, LLC does not assess account opening or administration fees, nor do we require a minimum account size to initiate or maintain our portfolio management engagements.
Investment accounts are assessed an asset-based fee that is paid quarterly, in arrears, based on the quarter-ending average daily account value and the number of days assets are under management with our firm.
We offer two fee schedules to better suit differences in client risk profile, investment goals and appetite for active management and complexity. Both are blended tier schedules, offering declining annualized fees as assets managed by the firm increase.
As we continue to earn your trust over time, we hope you will place more assets with us, accelerating the growth of our business while shrinking your annualized fee.
Your assets will grow faster with less fee drag, and that is good for both of us.