Outfitters Financial manages wealth by helping clients make responsible financial decisions. Services include portfolio management, focusing on stocks, bonds, mutual funds, and exchange-traded funds. Outfitters Financial works with clients to understand their financial situation, investment expectations, and risk tolerance to develop a tailored investment strategy. They may also recommend third-party money managers.
Assets Under Management$160M
Clients69
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable. For any portion of your account managed by a Sub-Advisor, this management fee schedule may not apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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