Orbis Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$68,422,618
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
156
12% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
156
Very HighAverage account size
$438,607
About
Orbis Wealth Management provides investment advisory and financial planning services to individuals (including high-net-worth clients), as well as trusts, estates, charitable organizations and business entities. Offerings include discretionary and non-discretionary asset management, comprehensive financial planning and consulting, ERISA 3(21) retirement-plan advisory services, and variable annuity management.
Portfolios are constructed from mutual funds, exchange-traded funds, individual stocks and bonds and cash, using methods such as fundamental and technical analysis, Modern Portfolio Theory and Monte Carlo planning to align allocation with client goals and risk tolerance. The firm charges percentage-of-assets advisory fees billed quarterly, generally requires a $500,000 account minimum and manages roughly $70 million in client assets.
A distinctive feature disclosed in the brochure is that the firm’s principal also operates as an independent insurance agent and receives commissions on insurance products (approximately five percent of his time is devoted to insurance activities), a source of external compensation the firm identifies and says it mitigates through disclosure and fiduciary duties. The firm also offers an American Funds-only program for some clients, provides ERISA 3(21) plan services, and does not routinely vote client proxies, leaving proxy voting to clients unless assistance is requested.
Client services
Financial planning
Portfolio management
Pension consulting
Fixed insurance sales and services and broker/dealer products and services
Fixed insurance sales and services and broker/dealer products and services
Expertise
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Occupation focus
Founder/Business Owner
Fee options
Financial planning flat fees between $3,000 and $10,000
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 1.10% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.60% annually
Commissions received for insurance products sold by the principal as an independent insurance agent
$250 per hour for financial planning services
Account minimum: $500,000 Fee-only: Hourly fee of $250 per hour; Fixed fees between $3,000 and $10,000 for financial planning
Main office location
Orbis Wealth Management
45 Main Street, Suite 205
Peterborough NH 03458, United States
Number of offices
2
Most active in
Orbis Wealth Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · Vermont
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
-
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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