Outwing Private Wealth Management offers investment advisory and financial planning services. Outwing manages portfolios based on client objectives, using a tactical allocation strategy. They may recommend various investments, including stocks, bonds, mutual funds, and options. Outwing also offers financial planning services, including retirement planning, tax strategies, and estate planning. They also offer family office services through strategic alliances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.40% to 1.50% depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. Where Outwing utilizes a managed accounts platform to select third party money managers, the platform fee will range from 0.15% to 0.70% annually (in addition to Outwing’s fee) depending on the size of the account, the investment strategy and the third party money manager selected. In no event will combined fees exceed 2.00% annually. Fees may be negotiated.