Orchid Wealth Management
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About
Orchid Wealth Management is a registered investment adviser that provides customized financial planning and portfolio management to individuals, businesses and retirement-plan sponsors. The firm also offers educational workshops and retirement-plan consulting and reports approximately $1.3 million in client assets under management.
The firm’s investment approach is grounded in Modern Portfolio Theory and fundamental analysis, using diversified allocations primarily via mutual funds and ETFs and, when appropriate, individual equities, fixed income and listed REITs. Portfolios are managed on a nondiscretionary basis with written investment guidelines and routine reviews, so client approval is required before trades are executed.
Noteworthy distinctions include that the firm’s principal maintains an active real estate brokerage practice and may receive commissions or referral fees on property transactions (an activity the brochure indicates consumes about 10% of professional time), with advance disclosure of any related conflicts. The firm’s provision of retirement-plan advisory services to plan sponsors and its emphasis on nondiscretionary management are also less common features among similarly sized independent advisers.
Client services
Expertise
Fee options
$0 - $249,999: 1.00% (100 basis points) $250,000 - $499,999: 0.95% (95 basis points) $500,000 - $999,999: 0.90% (90 basis points) $1,000,000 - $2,999,999: 0.85% (85 basis points) $3,000,000 - $4,999,999: 0.80% (80 basis points) $5,000,000+: 0.75% (75 basis points)
$250 per hour, billed in 15-minute increments for limited planning components
Minimum fee: $500 to $10,000 fixed fee for broad-based financial planning Fee-only: Yes, fee-only compensation with no commissions or markups on securities
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Orchid Wealth Management · Swenson, Seth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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