Decode Finance is an internet-only investment advisory firm that provides clients with software-based investment advice and portfolio management services. Clients connect their existing brokerage accounts to Decode Finance, which then provides investment recommendations based on the client's risk profile, goals, and market events. Decode Finance monitors user portfolios and suggests rebalances in response to market shifts and life events. Clients can manage their investments through the website.
Assets Under Management$1K
Clients5
AdvisorsN/A
Avg. per Client$200
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Decode Finance does not directly manage your investments. Instead, it provides recommendations for your existing brokerage account. The firm charges a monthly fixed fee based on the plan you choose:
- Individual Plan: $9/month (portfolios under $100,000)
- Premium Plan: $49/month (portfolios over $100,000)
- Family Plan: $99/month (family portfolios over $100,000)
- Premium Plan Plus: $249/month (portfolios over $500,000)
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Location
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