DecisionPoint Financial provides investment management on a fee-only basis, retirement plan consulting, and financial planning services. Investment management includes financial planning if requested. Stand-alone financial planning covers investment and non-investment matters. They may recommend other professionals, but clients make all final decisions. Clients must notify DecisionPoint of any changes to their financial situation or investment objectives.
Fee Structure
DecisionPoint Financial's annual investment advisory fee is based on a percentage of the value of your portfolio, generally negotiable up to 1.25%. This fee includes investment advisory services and, if you request it, financial planning and consulting. If you need extra planning or consulting, DecisionPoint may charge an additional fee, which they'll tell you about in writing.
