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Financial Decisions
Financial Decisions, established in 1991, is a New York-based wealth manager and registered investment adviser. It provides investment advisory services,...
Overview
Financial Decisions, established in 1991, is a New York-based wealth manager and registered investment adviser. It provides investment advisory services, financial planning, and other services. The firm offers these services to individuals, high net-worth individuals, and various organizations.
General information
Firm type
Registered Investment Adviser
Year founded
1991
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
How is Financial Decisions compensated?
As a registered investment adviser, Financial Decisions is structured for fee-only or fee-based compensation depending on client engagement. Standard RIA fee models include a percentage of assets under management, fixed retainer fees, or hourly project fees for financial planning. The firm does not publicly disclose its fee schedule, but fee-only RIAs do not collect commissions on product sales, which reduces conflicts of interest.
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