FinanciaLife Outfitters offers investment management, investment advisory, and financial planning services. Investment management includes ongoing monitoring and periodic reporting, and may be delegated to outside managers. Financial planning covers areas like education funding, retirement, estate, and tax planning. Services are tailored to each client's needs.
Assets Under Management$18M
Clients51
Advisors2
Avg. per Client$360K
Avg. per Advisor$9.2M
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Fee Structure
Investment management only (planning not offered)
FinanciaLife Outfitters charges a percentage of the value of your account for investment management services, up to 1.5% annually. The exact rate is negotiated on a case-by-case basis. Fees are deducted from client accounts quarterly. If you are referred to a third-party manager platform, the combined fee can range up to 2.2% annually, also negotiated on a case-by-case basis.
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