FinDec Wealth Services provides investment advice and portfolio management services tailored to individual client needs. FinDec offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. FinDec utilizes an Outsourced Chief Investment Officer (OCIO) to enhance its investment management process. FinDec primarily advises on no-load mutual funds, bonds, and exchange-traded funds.
Assets Under Management$770M
Clients770
Advisors2
Avg. per Client$1M
Avg. per Advisor$390M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Fees may be negotiable. Alternatively, FinDec may charge a fixed fee % that is not subject to the tier schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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