Stout Capital Management is an independent registered investment advisor that has been in business since 2002, managing approximately $76.9 million in assets. Stout Capital Management builds custom client portfolios using academic research, global diversification, and low-cost mutual funds, matching each client's risk tolerance. The firm operates on a fee-only basis, meaning they do not accept commissions from investment products and are independent from broker-dealers and banks. Stout Capital Management offers three main service models: Wealth Management for clients with larger accounts, Investment Management for accounts under $500,000, and hourly consulting. Services include evaluating unique financial needs, retirement planning, estate planning, charitable giving, risk management, budgeting, debt management, and tax-efficient solutions. Stout Capital Management also provides retirement plan consulting services to businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Wealth management minimum annual fee is $5,000. For accounts under $500,000, the fee is 1.25% with a $2,000 minimum and $5,000 maximum annual fee.
