Orion Portfolio Solutions 403(b) Custodial Account
Product ID: 47
$138
None
No
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Enrollment and Questions
E-mail:
Address:
Suite 100
Hebron, KY 41048
View the Contact Information tab on the Vendor Details page for a list of office locations.
- Product Details
- Fees and Charges
- Investment Options
Founded in 2001, Orion Portfolio Solutions, an SEC Registered Investment Advisor, provides advisors access to independent asset allocation strategies and model trading functionality. Orion Portfolio Solutions assists advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing and performance reporting, allowing the advisor to spend more time on revenue-generating activities.
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All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can
substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact
of fees, and the different types of fees please refer to the
Explanation of Fees piece located in the
Help & Resources.
Fees
|
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$25.00 - $50.00 | Annually | Range of Possible Dollar Amounts | No | Yes | No |
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0.45% | Annually | Percentage of Annual Assets | No | No | Yes |
