Outbound Financial manages investment portfolios tailored to individual client needs. They also offer financial planning services, including comprehensive and focused planning options. Comprehensive planning includes wealth management and tax preparation. Focused planning can include wealth management for an additional fee. They also offer income and gift tax preparation services.
Assets Under Management$150M
Clients150
Advisors1
Avg. per Client$1M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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