Kortney Bamrick is a registered investment advisor at Decisionpoint Financial, LLC, based in Mesa, AZ, with 7 years of industry experience. Kortney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 523 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DecisionPoint Financial's annual investment advisory fee is based on a percentage of the value of your portfolio, generally negotiable up to 1.25%. This fee includes investment advisory services and, if you request it, financial planning and consulting. If you need extra planning or consulting, DecisionPoint may charge an additional fee, which they'll tell you about in writing.
Location
2812 North Norwalk, Suite 116, Mesa, AZ, 85215
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Decisionpoint Financial, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.