Outlook Financial Services provides financial planning and investment management to individuals and small businesses. They help clients with financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Outlook Financial Services is a fee-only firm, meaning they don't accept commissions for selling financial products.
Fee Structure
Outlook Financial Services offers investment management services. The fee is based on the time required to complete the agreed-upon services, ranging from $200 to $250 per hour. The annual cost generally ranges from $1,000 to $5,000 and is negotiable. There is a $500 minimum annual fee, which is also negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.