Stout Capital Management is an independent registered investment advisor that creates custom investment portfolios and provides financial planning for individuals and families. Stout Capital Management builds portfolios using academic research, asset allocation, global diversification, and low-cost mutual funds and exchange-traded funds. The firm offers wealth management for accounts of $500,000 or more, investment management for smaller accounts, and hourly financial planning consultations. Stout Capital Management specializes in helping clients plan for retirement, manage taxes, handle estate planning, and navigate charitable giving.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees are negotiable. Accounts under $500,000 are charged 1.25% with a $2,000 minimum annual fee and a $5,000 annual maximum.
