Steven Manuel is a registered investment advisor at Outpost Advisors, LLC, based in Cincinnati, OH, with 5 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 126 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Fee Estimator
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Steven is an owner and creative director at Viva Bella Events since 2009, responsible for event conceptualization and execution. He dedicates about a quarter of his time to this business, with a significant portion occurring during securities trading hours.
Employment History
Current Registrations
Outpost Advisors, LLC
State Registrations6 states
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