Brandon
Filer
Orion Portfolio Solutions, LLC
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About this Advisor
Brandon Filer is a financial advisor operating out of Omaha, Nebraska. Filer currently works for Orion Portfolio Solutions, LLC. The advisor has gained experience at Unionbanc Investment Services, Envestnet Asset Management, Portfolio Brokerage Services, Bmo Harris Financial Advisors, Inc, Lpl Financial LLC, Hightower Securities LLC, Orion Portfolio Solutions, Brinker Capital Securities and Bankers Life Securities. Filer holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Nebraska. Orion Portfolio Solutions, LLC is a firm headquartered in Omaha, NE. The company has a total of 326 people on staff. It oversees $53 billion in assets under management among its 176,366 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 176,366 accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. Orion Portfolio Solutions, LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fees charged by Orion Portfolio Solutions, LLC likely consist of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orion Portfolio Solutions, LLC Brokerage Details
$53,283,016,878
326
176,366
$302,116
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Brandon Filer Work History
Brandon has been registered as a financial advisor for 0 years.*
Orion Portfolio Solutions
Brinker Capital Securities
Lpl Financial LLC
Bmo Harris Financial Advisors, Inc
Hightower Securities LLC
Bmo Harris Financial Advisors, Inc
Bankers Life Securities
Envestnet Asset Management
Portfolio Brokerage Services
Unionbanc Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Filer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Orion Portfolio Solutions, LLC
Omaha, NE
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Berwyn, PA
Providence, UT
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Hebron, KY
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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