Financial Decisions USA provides ongoing investment advice tailored to each client's situation. They manage accounts with the goal of structuring each client’s investment program in the context of their objectives, needs, and restrictions. They invest in various securities, including stocks, bonds, ETFs, and mutual funds. Financial Decisions does not participate in wrap fee programs.
Assets Under Management$55M
Clients138
AdvisorsN/A
Avg. per Client$400K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $100K | 0.90% |
| $100K - $250K | 0.80% |
| $250K - $500K | 0.65% |
| $500K+ | 0.50% |
Fees are generally not negotiable, though Financial Decisions reserves the right to negotiate fees for unusually large accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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