Orser Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orser Investment Advisors provides personalized, confidential financial analysis and investment management to a mix of individual households and institutional-type clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services described in the brochure include determination of financial objectives, tax and insurance review, retirement and education planning, estate planning, and implementation of investment recommendations.
Operating as a fee‑only fiduciary, the firm typically charges percentage‑of‑assets fees and holds discretionary trading authority for the majority of client accounts; it manages approximately $39.97 million for about 60 clients. Portfolios are built around strategic asset allocation and rebalancing with core positions in equities and bond ETFs, supplemented by actively managed funds and tax-aware techniques such as tax‑loss harvesting when appropriate.
Noteworthy for a solo independent advisor, the firm explicitly accepts and manages institutional accounts (pension plans, banks/thrifts, and charitable organizations) in addition to individual clients. The sole advisor serves as the only account reviewer and monitors employee/personal trading daily, relies on a custodian relationship that provides research and reporting services (without receiving commissions), and does not vote client proxies, leaving proxy solicitations to the custodian.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% for Managed accounts; 0.50% for Unmanaged accounts $2,000,001+: 0.50% for Managed accounts; 0.25% for Unmanaged accounts
Consulting fee of $150 per hour for an unusually high level of communication or client meetings.
Account minimum: $50,000 Minimum fee: Minimum annual fee of $500 for Managed accounts and $250 for Unmanaged accounts if the account is assessed a fee. Fee-only: Investment management fees based on a percentage of assets under management; firm is fee-only and does not accept commissions.
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Orer Investment Advisors, Inc. · Orser Investment Advisors, Inc.
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
Quick links
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