Outflyers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Outflyers LLC provides discretionary asset management and financial planning and consulting to individuals, high‑net‑worth clients, charitable organizations, and business entities. In addition to portfolio management, the firm publishes educational periodicals and newsletters intended for the public.
The firm tailors investment strategies to each client’s goals, time horizon, and risk tolerance, drawing on fundamental and cyclical analysis and using approaches that may include long‑term purchases and options writing; accounts are generally managed on a discretionary basis with periodic (typically quarterly) reviews and portfolio monitoring. Clients may impose written investment restrictions and the firm documents objectives and rebalancing targets in client files.
Distinctive aspects include the firm’s combination of an asset‑management practice with an hourly‑billed financial planning service and its public educational publications—features that are uncommon among peers in this category. The firm’s controlling member maintains an outside product‑management role at a technology company (disclosed in the brochure) and, at the time of filing, reported no client assets under management.
Client services
Expertise
Fee options
0.25% annually
$300 per hour for financial planning
Account minimum: $10,000
Main office
Orinda CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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