Patrick Donald Ferrer
Investment Adviser Representative at ORION PORTFOLIO SOLUTIONS, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $100,000.00 | 0.35% |
| $100,000.01 to $250,000.00 | 0.30% |
| $250,000.01 to $1 million | 0.20% |
| Over $1 million | 0.10% |
Orion Portfolio Solutions, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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