Outbound Financial, Inc. manages individually tailored investment portfolios and offers comprehensive financial planning, focused financial planning, and tax preparation services. Using a passive wealth management strategy, Outbound Financial builds portfolios primarily with index mutual funds or exchange-traded funds to achieve targeted asset allocations while keeping costs and turnover low. The firm provides ongoing financial planning that includes retirement planning, cash flow management, tax strategies, and estate planning, alongside standalone project-based planning options. Led by Steven Nading, Outbound Financial serves individuals, high-net-worth individuals, non-profit entities, and business interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees are prorated and paid quarterly in arrears. Fees may be negotiable.