Financial Decision Partners (FDP) offers financial planning and asset management services. Financial planning includes comprehensive, limited, and hourly options covering retirement, estate, insurance, and more. FDP also manages client assets on a discretionary and non-discretionary basis, investing in various securities. FDP rewards clients who establish ongoing discretionary asset management services by offering financial planning services as a component of this level of service.
Assets Under Management$14M
Clients36
Advisors1
Avg. per Client$390K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable. For non-discretionary asset management, the annual fee is 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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