Vestmark Sub-advised Models and Pricing

Vestmark Sub-advised Models

Vestmark has over 500 strategies available through Oranj. The integration with Vestmark allows you to access a wide variety of strategies across multiple custodian relationships, with low account minimums at a pre-negotiated price. The Vestmark integration offers more flexibility and scalability than a single custodian managed account platform. If you are looking for a particular model and do not see it available in Oranj, we can easily add available models upon request. Please reach out to subadvised-support@runoranj.com to facilitate the conversations to add a model(s) to the Oranj/Vestmark platform.

Vestmark Pricing

Pricing for Vestmark services via Oranj vary based upon custodian and account size. Generally a larger account balance will have a lower overlay portfolio management (OPM) fee. It is worth noting that Oranj is not layering any fees in addition to the OPM fee and model fee. This reduces the total cost to you as the advisor and ultimately your clients.




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