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Org Partners
Roanoke, Indiana
5.0
25 Reviews
Based in Roanoke, Indiana, ORG PARTNERS is a well-established local investment advisory firm with a wide-reaching presence. With 13 offices and a team of 22 dedicated professionals, 16 of whom provide investment advisory services, ORG PARTNERS offers comprehensive financial guidance and management to a diverse client base.
With an average of approximately $55,940,000 in assets under management per investment advisor, ORG PARTNERS aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, providing flexibility for clients and ensuring trans...see more
Assets Under Mgmt
$894.96M
Investment Professionals
16
Locations
12
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Org Partners
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