Orbis Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$82,764,196
Clients
173
Advisors
1
of 2 employees
About
Orbis Wealth Management provides investment advisory and financial planning services to individuals, high‑net-worth clients, trusts, estates, charitable organizations, corporations and qualified retirement plans. The firm offers discretionary and non‑discretionary asset management, variable annuity management, comprehensive financial planning, and ERISA 3(21) services for employer-sponsored retirement plans.
Portfolios are constructed using mutual funds, ETFs, individual stocks and bonds and are tailored to each client’s goals, time horizon and risk tolerance; the firm employs methods such as fundamental and technical analysis, Modern Portfolio Theory and Monte Carlo planning in its process. Account reviews are performed at least quarterly and services range from ongoing asset management to topic‑specific consulting engagements and plan monitoring.
Notably, the firm both serves and consults for retirement plans (including 401(k), 403(b), pension and profit‑sharing arrangements) and accepts charitable and corporate/business clients, services that are less common among solo independent advisers. The firm’s advisory representative also conducts insurance sales and may receive commissions for those products (disclosed in the brochure and representing a modest portion of time), a potential conflict the firm addresses through fiduciary procedures and client disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees between $3,000 and $10,000
$0 - $1,000,000: 1.25% $1,000,000.01 - $3,000,000: 1.10% $3,000,000.01 - $5,000,000: 0.75% $5,000,000.01+: 0.60%
Insurance product commissions paid directly by insurance companies; percentage of premium based on size and type of policy; approx. 5% of Steve Kim's time
$250 per hour for financial planning
Account minimum: $500,000
Main office
45 Main Street, Suite 205
Peterborough NH 03458, United States
Most active in
Massachusetts · New Hampshire · Vermont
Also doing business as
Orbis Financial Group Inc. · Orbis Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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