Decisions, LLC refers clients to third-party asset managers and broker-dealers. They assist clients in selecting a suitable program and receive compensation for these referrals. Decisions, LLC also offers financial consultation services on securities and general non-securities topics, such as financial plan and portfolio manager reviews.
Decisions, LLC charges an hourly fee or a fixed fee for financial planning and financial consulting services. The hourly rate ranges from $125 to $350, depending on the complexity of the services. For fixed-fee projects, Decisions, LLC will provide a quote. In both cases, a 50% deposit is required, with the balance due upon completion.