Advisor at Outpost Advisors, LLC
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Firm
Outpost Advisors, LLC
Location
Cincinnati, OH
Credentials
Series 65
Industry experience
5 years
Steven Manuel is a financial advisor at Outpost Advisors, LLC in Cincinnati, OH, holding a Series 65 designation with five years of industry experience. He has been with Outpost Advisors since 2020 and is also the creative director and owner of Viva Bella Events, where he develops content and staging for corporate events. Outpost Advisors provides discretionary investment management and financial planning services to individual clients and employer plan sponsors. The firm emphasizes passive, asset-class weighted portfolios using low-cost index funds and ETFs, complemented by fundamental analysis and selective third-party managers, and offers a range of planning options including comprehensive and project-based services.
Based on Outpost Advisors, LLC
Based on Outpost Advisors, LLC
Financial planning packages: Quick-Start Package $1,999; Standard Package $2,999; Stand-Alone Financial Plan $4,799; Educational seminar fees range from free to $3,500 per seminar or up to $450 per participant; Speaking engagement fees range from free to $150 per hour plus travel expenses
$60,000 - $500,000: 1.00% $500,001 - $1,500,000: 0.80% $1,500,001+: 0.60%
Hourly financial planning fee of $150 per hour; professional coordination services up to $150 per hour
Account minimum: $60,000 for stand-alone investment management services; no minimum for Comprehensive Financial Planning and Investment Management Minimum fee: Minimum fee of $169 per month for Ongoing Comprehensive Financial Planning and Investment Management Fee-only: Financial Planning hourly fee at $150 per hour; financial planning package fees: Quick-Start $1,999, Standard $2,999, Stand-Alone Plan $4,799; Professional Coordination services negotiated up to $150/hour
Cincinnati, OH
California · Colorado · Kentucky · Ohio · Texas · Utah
Outpost Advisors, LLC
2020 - Present (6 years)
Crossroads Community Church
2009 - 2021 (12 years)
Viva Bella Events
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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