Outlook Wealth Advisors (OWA) offers financial planning and investment management services to individuals, families, and small business owners. OWA helps clients develop financial strategies for retirement, covering income, investment, tax, distribution, and legacy planning. OWA may recommend third-party advisors for asset management. OWA also provides educational workshops on general financial and investment topics.
Assets Under Management$590M
Clients569
Advisors5
Avg. per Client$1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
OWA's annual investment advisory fee is negotiable and does not exceed 1.5% of the assets they manage. The fee is calculated based on the market value of your investments at the end of the previous quarter and billed quarterly in advance. Fees may be negotiable.
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