Outside The Box Financial Planning (OTBFP) provides financial planning and investment management services. Financial planning covers areas like retirement, college savings, and tax strategies. Investment management involves creating and managing personalized portfolios based on client goals and risk tolerance. OTBFP also recommends third-party money managers.
Assets Under Management$7.8M
Clients21
Advisors1
Avg. per Client$370K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $350K | 1.50% |
| $350K - $500K | 1.00% |
| $500K+ | 1.00% |
Fees are negotiable. Clients with $500,000 or more in assets under management also receive ongoing Comprehensive Financial Planning service, if desired by the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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