Outpost Advisors, LLC manages investment portfolios and offers financial planning packages. They provide ongoing financial planning and investment management services, including annual plan updates, goal reviews, and investment allocation reviews. They also offer professional coordination services, connecting clients with tax preparers, financial coaches, and other professionals. Hourly financial planning is available for project-based needs. Outpost primarily uses passive investment management strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Blended fee schedule may result in higher fees than a breakpoint schedule. Clients participating in Ongoing Comprehensive Financial Planning and Investment Management are not required to have assets managed by Outpost in order to engage the Firm for this service, but this service does include investment management services for those clients who wish to engage the Firm for investment management.