Financial Decisions, LLC provides investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, corporations, business entities, and charitable organizations. Financial Decisions offers both discretionary and non-discretionary investment management services. Financial planning services are offered separately for an additional fee and may include estate and insurance planning. Financial Decisions may recommend unaffiliated independent investment managers and private investment funds.
Assets Under Management$330M
Clients152
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisory fee is negotiable at Financial Decisions' discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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