Facts and Insights
OUTSIDER, LLC is a financial advisory firm that provides expert guidance to its clients. The firm has a team of experienced financial advisors who work with clients to develop personalized financial strategies for their unique goals and needs. While OUTSIDER, LLC does not specifically advertise itself as a “financial expert,” their knowledge and expertise in the industry make them a trusted partner for clients seeking financial advice.
How does the advisor help clients – Key Takeaways:
There are several ways in which OUTSIDER, LLC helps its clients:
- Creating customized financial plans based on a client’s goals and risk tolerance
- Suggesting appropriate investment options based on the client’s financial plan
- Monitoring and adjusting portfolios as needed to ensure they align with the client’s goals
- Providing ongoing support and guidance for financial decisions and changes in the market
- Offering a wide range of financial services to cater to various needs and preferences
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available data, as of 2021, OUTSIDER, LLC has approximately $500 million in assets under management. The firm has a team of 10-15 financial advisors, with an average of 10 years of experience in the industry. OUTSIDER, LLC has been in business for over 20 years, providing financial guidance to individuals and businesses.
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2000 | $500 million | 10-15 |
Financial Services Offered
OUTSIDER, LLC offers a variety of financial services to meet the diverse needs of their clients. Some of the services provided include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
OUTSIDER, LLC works with a range of clients, including:
- Individuals
- High net worth individuals
- Businesses
- Retirees
- Families
- Young professionals
Fees & Compensation
OUTSIDER, LLC charges clients a fee based on a percentage of their assets under management. This fee structure aligns the advisor’s interests with those of the client, as the firm only earns more when the client’s portfolio grows in value. Additionally, OUTSIDER, LLC does not receive any form of compensation from third-party product providers, ensuring that their recommendations are unbiased and in the client’s best interest.
Background
OUTSIDER, LLC was founded in 2000 with the goal of providing exceptional financial guidance to its clients. Over the years, the firm has grown into a reputable and trusted advisor for individuals and businesses, thanks to its team of experienced financial advisors and personalized approach to financial planning. OUTSIDER, LLC prides itself on its commitment to providing transparent and ethical services to its clients.
Financial Advisor Disclosures to Know
Transparency is a crucial aspect of OUTSIDER, LLC’s services, and as a registered investment advisor, the firm is required to make certain disclosures to its clients. Some of the key disclosures to know include:
- Access to the firm’s Form ADV, which contains important information about the firm’s business practices and disciplinary history
- Disclosure of any potential conflicts of interest
- Disclosure of the fees charged by OUTSIDER, LLC and how they are calculated
- Information about the firm’s custodian and third-party service providers
Overall, OUTSIDER, LLC offers reliable and expert financial guidance to its clients, making it a valuable resource for those seeking to plan for their financial future. With their experience, personalized approach, and commitment to transparency, OUTSIDER, LLC is a trusted partner for individuals and businesses looking to achieve their financial goals.