Case Study: ARP Advisors, LLC achieves lower trading costs and stronger client protection with Orion Portfolio Solutions

Returning to the TAMP Space for Service, Expertise, and Better Client Protection

ARP Advisors, LLC, a multi-office RIA founded in 2016 that serves mostly retiree clients (average account ~$250K), struggled after leaving Orion Portfolio Solutions’ TAMP to control client fees. By custodying through an independent custodian and managing securities in-house, ARP found day‑to‑day security selection too complex and trading costs from tactical trading became prohibitively high.

ARP returned to Orion Portfolio Solutions’ TAMP, where Orion provided professional strategists, access to the Orion trading platform (saving roughly $2,500/year versus their prior technology costs), and a recognized custodian relationship at no extra technology cost. The move lowered trading friction and costs, let advisors focus on financial planning and client protection, and delivered a more scalable, cost‑effective solution for ARP’s retiree client base.

ARP Advisors, LLC

Jonathan Illig

Advisor