More than just running money.
At Outpost Advisors, our investment management services offer significant value beyond simply putting money in the smartest places. Whether you’re just getting started or have a complex estate to manage, engaging with Outpost Advisors’ ongoing services allows us to work with you to be sure that your money continues to fuel the vision and goals that you’ve created. All this while also providing resources and mentors to help you strengthen and expand your outpost.
1. What is Investment Management at Outpost Advisors?
Many Outpost clients will choose to take advantage of our skill in implementing the financial component of the plans we’ve created together. As you'll quickly find out in the planning process, we’re firm believers in low-cost, passive investment strategies and disciplined, long-term thinking. We don’t gamble with your money, aren’t stock pickers, and we don’t believe in shortcuts - but we will help you turn a great financial plan into a carefully managed investment portfolio. We are also committed to the fee-only, fiduciary model for investment management and financial planning.
Clients who choose to leverage our investment management services experience another benefit as well: the time we have for an ongoing relationship. That relationship gives our clients access to our Waypoints program and to ongoing financial and vision coaching. For instance:
How can you plan strategic vacations?
Is there a way to prepare for the next market crash without panic?
Can you transition your parenting role from Nurse to Coach to Friend?
What about my aging parents? Can I make a plan for their care?
Clients who partner with Outpost Advisors for comprehensive financial planning and investment management will have ongoing access to our team, in addition to professional management of your investment portfolio. Financial and family goals will almost certainly evolve over time, and we love to work with them through the years to ensure that plans evolve and continue to power the life and family vision that you’re creating.
2. How much does ongoing comprehensive financial planning and investment management cost at Outpost Advisors?
We work with clients in all stages of life and have created a pricing structure that, we believe, opens the door for ongoing financial planning and investment management to a broad group. With no minimum investment amounts, our fees range from $99/month to an annual percentage of assets under management starting at 1% and declining as asset levels increase. We also offer hourly engagements for clients who prefer this option for their ongoing planning needs. In short, talk to us: we want to make it work so that you get great leadership to run your outpost with excellence.
| Tier | Fee | Client Profile |
| 1 | 1.00% AUM annually, $169/month minimum | Clients with AUM between $0 - $500,000 |
| 2 | Tier 1 fee + 0.80% AUM amount between $500,001 - $1,500,000 annually | Clients with AUM between $500,001 - $1,500,000 |
| 3 | Tier 2 fee + 0.60% AUM amount above $1,500,000 annually | Clients with AUM above $1,500,000 |
Financial planners have gotten away with vaguery when it comes for fees for a long time. We don’t like that, and believe that you should know exactly what you are paying for financial planning and advice. We’re happy to discuss the details of our fees and how they would apply to your situation. Schedule a call with us today to find out if our investment management and comprehensive financial planning services are a good fit for your family.
4. What should I expect if I invest my money with Outpost Advisors?
Clients who leverage our investment management capabilities get access to ongoing comprehensive financial planning. That means that you can expect things like an annual update to your financial plan, goal review and adjustment, major purchase advisement, financial decision consultation, investment allocation review, cash flow support, career development support, debt reduction coaching, retirement contribution review and update, risk and insurance review, tax planning, and estate planning review. We accomplish much of this through our Waypoints program.
For clients who only wish to engage around investment management and not take advantage of ongoing comprehensive financial planning, we also offer this service.
4. Will you just manage my money without the financial planning component?
We do have an option for investment management only, which follows the same fee schedule as our ongoing comprehensive planning and investment management but without a monthly minimum fee.