Outpost Advisors provides personalized investment management and financial planning services for individuals, families, and business owners. Outpost Advisors builds tailored, passively managed investment portfolios utilizing low-cost index funds and exchange-traded funds, and also works with third-party managers. In addition to ongoing portfolio management, Outpost Advisors offers comprehensive financial planning packages that cover retirement planning, tax strategies, estate planning, insurance audits, cash flow analysis, and business consulting. Outpost Advisors operates as a registered investment advisor with offices in multiple states and tailors its strategies to meet each client's specific long-term goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $60K | 1.00% |
| $60K - $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Fees are calculated using a blended schedule. Standalone investment management requires a $60,000 minimum, but clients with smaller portfolios can access management through ongoing planning packages.