Dantes Outlook provides model portfolios and investment advising services to other registered investment advisors, individuals, and trusts. Dantes Outlook gathers financial information to customize a portfolio asset allocation. Dantes Outlook offers non-discretionary services, meaning that it is entirely up to the Client whether to implement the provided recommendations. Engagements are stand-alone meaning that they are limited in scope to the services expressly requested and will be billed at an hourly rate or on a project basis.
Assets Under Management$26M
Clients20
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Annual Retainer:$7,500/year
Hourly Rate:$350/hr
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