Decision Tree Advisor (DTA) offers wealth management, investment management, and financial planning services. DTA works with clients to establish financial goals and objectives, develop investment policies, and manage portfolios. DTA primarily advises on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. DTA is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$2M
Clients8
Advisors1
Avg. per Client$250K
Avg. per Advisor$2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Schedule is for wealth management services (investment management and financial planning combined). Investment management services only are offered at 0.40% of assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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