What are the different billing styles available?

Fee Schedules


Advisors can set up as many fee schedules as they want.


They can bill:


  • Flat dollar fee
  • Flat percentage fee with or without a minimum annual dollar fee
  • AUM breakpoints with or without a minimum annual dollar fee


The one thing advisors cannot do is charge two different fee schedules to an account (i.e. a financial planning fee AND an asset management fee).


Orion Fee Schedule Types Defined:


Flat = One rate, regardless of the household value. 


Linear = One rate that is based on the total value of the household. 


Tiered = A blend of multiple rates that is based on the total value of the household. 

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