Outlook Capital Management, LLC

Fee-Only (% of Portfolio)

Outlook Capital Management manages investments primarily for individuals, focusing on maximizing total return over 10+ years. They use fundamental analysis, studying companies' business operations and financial health. Outlook invests in large-cap, financially strong U.S. companies and short-term investment-grade debt. Clients agree to give Outlook the authority to buy or sell securities within their account without specific approval of each security transaction.

Assets Under Management$100M
Clients83
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$100M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The fee schedule is negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Outlook Capital Management, LLC | TrueAdvisor