Brett Adams is a registered investment advisor at Decisionpoint Financial, LLC, based in Mesa, AZ, with 5 years of industry experience. Brett 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Decisionpoint Financial, LLC
State Registrations2 states
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