Decision Investments, Inc. (DII) offers investment advisory services tailored to clients' needs, allocating assets among equities, debt securities, ETFs, and mutual funds. DII works with clients to identify their investment goals and risk tolerance to create a suitable portfolio. DII also provides financial planning services, including analyses and recommendations on net worth, debt management, retirement structuring, risk management, and tax and estate planning. DII does not hold client assets; they are held by an independent custodian.
Assets Under Management$130M
Clients135
Advisors2
Avg. per Client$980K
Avg. per Advisor$66M
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Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 6.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. The annual fee for accounts under $100K is $1,500, not to exceed 2%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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