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How does the advisor help clients – Key Takeaways:
OUTSET CAPITAL, LLC is a financial advisory firm that provides expert financial advice and services to its clients. With a team of experienced advisors and a wealth of knowledge in the industry, OUTSET CAPITAL, LLC is dedicated to helping clients achieve their financial goals. Here are some key takeaways about how OUTSET CAPITAL, LLC helps its clients:
- Tailored financial solutions: OUTSET CAPITAL, LLC works closely with each client to understand their unique financial situation and goals. This allows the advisors to create tailored financial solutions that are specific to each client’s needs.
- Expert guidance: As a team of financial experts, OUTSET CAPITAL, LLC provides clients with valuable insights and advice based on their years of experience and knowledge in the industry.
- Comprehensive services: OUTSET CAPITAL, LLC offers a wide range of financial services, including investment management, retirement planning, estate planning, and more. This ensures that clients have access to all the necessary tools and strategies to achieve their financial objectives.
- Personalized attention: OUTSET CAPITAL, LLC takes pride in providing each client with personalized attention and support. The advisors are committed to building strong relationships with clients and are always available to address any concerns or questions.
Facts and Insights
OUTSET CAPITAL, LLC has years of experience in the financial services industry, and their team of advisors is dedicated to helping clients secure their financial future. Here are some key facts and insights about the firm:
- Founded in: 2010
- Number of advisors: 8
- Total assets under management: $500 million
- Location: New York, NY
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2010 | 8 | $500 million |
Financial Services Offered
OUTSET CAPITAL, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Personalized financial planning
Client Types
OUTSET CAPITAL, LLC works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
- Families
Fees & Compensation
OUTSET CAPITAL, LLC charges a percentage of assets under management as a fee for their services. This fee is typically between 1% to 2% of the total assets managed. The firm may also charge advisory fees for specific services, such as financial planning or estate planning.
Background
OUTSET CAPITAL, LLC was founded in 2010 by a team of experienced financial advisors with the goal of providing personalized and comprehensive financial services to clients. The firm is committed to building long-term relationships with clients and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, OUTSET CAPITAL, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Here are some important disclosures to know about OUTSET CAPITAL, LLC:
- Outset Capital, LLC is registered as an investment advisor with the Securities and Exchange Commission (SEC).
- The firm has no legal or disciplinary actions on record.
- The firm does not act as a broker, and advisors do not earn commissions or receive compensation for recommending specific products or services.