Outlier Financial Partners (OFP) provides financial planning and wealth management services. Financial planning includes cash flow, debt, risk, college savings, and retirement planning. Wealth management involves creating investment strategies based on risk tolerance and goals, with regular monitoring and rebalancing. Clients retain custody of their assets at a third-party brokerage firm.
Assets Under Management$25M
Clients126
Advisors3
Avg. per Client$200K
Avg. per Advisor$8.2M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $200K | 1.70% |
| $200K - $300K | 1.60% |
| $300K - $400K | 1.50% |
| $400K - $500K | 1.40% |
| $500K - $600K | 1.30% |
| $600K - $700K | 1.20% |
| $700K - $800K | 1.10% |
| $800K - $900K | 1.00% |
| $900K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Progressive discount fee structure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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