Outlook Wealth Advisors, LLC
Assets Under Management
$543.2M
Number of Clients
570
Number of Advisors
5
Average Client AUM
$953K
AUM per Advisor
$108.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Outlook Wealth Advisors, LLC (OWA) offers financial planning, selection of other investment advisors, educational seminars, and investment management services to individuals, families, and small business owners. They assist clients in developing financial strategies primarily for retirement planning, covering income, investment, tax, distribution, and legacy planning. OWA may recommend third-party advisors.
Fee Structure
OWA's annual investment advisory fee is negotiable and does not exceed 1.5% of assets under management. Financial planning fees range from $2,550 to $5,000 or $200 to $400 per hour, depending on complexity. A 50% deposit is required before commencing financial planning services. OWA requires a minimum of $250,000 to work with the firm, but this may be waived at OWA's discretion.
Areas of Practice
Location
224 Ed English Dr., Suite A, The Woodlands, TX, 77385