How does the advisor help clients – Key Takeaways:
As a leading financial management firm, ORRELL CAPITAL MANAGEMENT provides expert advice and guidance to its clients to assist them in reaching their financial goals. With a focus on building long-term relationships, ORRELL CAPITAL MANAGEMENT offers a range of services to help clients manage their wealth and navigate the complex financial landscape.
Facts and Insights:
ORRELL CAPITAL MANAGEMENT was founded in 2005 and has been in business for over 15 years. The firm currently has $1.2 billion in assets under management and employs a team of 12 experienced financial advisors. With an average 20 years of industry experience, the advisors at ORRELL CAPITAL MANAGEMENT have a wealth of knowledge and expertise to offer to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1.2 billion | 12 |
Financial Services Offered:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Risk management
Client Types:
ORRELL CAPITAL MANAGEMENT works with a variety of clients including individuals, families, and small business owners. The firm also offers services to corporations and institutions.
Fees & Compensation:
ORRELL CAPITAL MANAGEMENT charges a fee based on a percentage of the assets under management. The specific fee rate may vary depending on the services provided and the complexity of the client’s financial situation. The firm does not receive any commissions or compensation from third parties, ensuring that their advice is always unbiased and in the best interest of their clients.
Background:
The founder of ORRELL CAPITAL MANAGEMENT, John Orrell, has over 25 years of experience in the financial industry and holds numerous professional certifications and designations, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Orrell is dedicated to providing personalized service to each of his clients and is committed to continuously educating himself and his team to stay up-to-date with the ever-evolving financial landscape.
Financial Advisor Disclosures to Know:
ORRELL CAPITAL MANAGEMENT values transparency and ensures that all disclosures required by the Securities and Exchange Commission (SEC) and state regulators are properly filed. The firm has a clean regulatory record with no disciplinary actions or sanctions.