Advisor at Outlook Financial Services
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Firm
Outlook Financial Services
Location
Anchorage, AK 99503
Credentials
Series 65
Industry experience
37 years
Sheila Miller is a financial advisor with Outlook Financial Services in Anchorage, AK, holding a Series 65 designation and over 37 years of industry experience. She has been with Outlook Financial Services since 1986. Outside of her advisory role, she serves as a personal representative for an estate and as trustee for an ongoing trust, managing related responsibilities outside of normal business hours. Outlook Financial Services is an independent firm offering fee-only financial planning and investment management to individuals and small businesses. The firm employs a strategic core-and-satellite investment approach using primarily no-load or low-load mutual funds and ETFs, and provides additional services such as cash flow management, bookkeeping, tax and estate planning.
Based on Outlook Financial Services
Financial planning fees range from $3,600 to $6,000 annually, negotiable; monthly fee for cash flow management is $225.
Hourly fees range between $200 and $250 per hour depending on tasks performed; $250 per hour for cash flow management and bookkeeping services (1 hour minimum).
Minimum fee: Minimum annual fee of $500 for Investment Advisory Service Agreement Fee-only: Fees based on hourly charges ($200-$250 per hour), fixed fees (financial planning contract fees ranging from $3,600 to $6,000, negotiable), and retainers (priced based on complexity). No commissions.
2525 Blueberry Road, Suite 103
Anchorage, AK 99503
Alaska
Outlook Financial Services
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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