Org Partners Asset Management

CRD#330922
Investment Advisor Firm

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Learn more about Org Partners Asset Management

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • Office Locations

    • Overview

    Org Partners Asset Management is located at 5001 Spring Valley Rd, Dallas, TX. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Org Partners Asset Management is not a registered broker-dealer.

    Org Partners Asset Management offers portfolio management for institutional clients, market timing services, and other services. The firm operates on an asset-based and fixed fee structure. The firm maintains affiliations with a broker-dealer or securities dealer.

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    5001 Spring Valley Rd
    Dallas, TX 75244

    Org Partners Asset Management by the Numbers

    Total Number of Employees

    3

    National Average: 64
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    Products and Services

    Org Partners Asset Management offers multiple services, which can consist of portfolio management for institutional clients, market timing services, and other services. Notably, Org Partners Asset Management did not provide any of its customers with financial planning services in the previous financial year. It is not engaged in selling products or offering services apart from investment advisory services to its investment advisory accounts.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Offered by 0% of firms

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees charged by financial advisors typically are based on the services provided. Fees billed by Org Partners Asset Management most likely include some blend of the following fee types: asset-based or fixed.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Org Partners Asset Management does not have any disclosures.

    Please visit its Form ADV for more details.

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