DECISIONS, LLC

Overview

Decisions, LLC operates as a small limited liability company focused on insurance brokerage and fee-based financial planning. The firm describes advisory activity concentrated on financial planning and the selection of other advisers, which positions it more as a planner and connector to third-party investment managers than as a traditional discretionary asset manager. Decisions, LLC reports a fee mix that includes hourly charges, fixed fees and other non-AUM-based billing arrangements. The firm is identified as a capital allocator, indicating it places client capital with outside managers and vehicles rather than primarily running large in-house portfolios. It does not report active ESG investing and is not registered as a multi-state adviser. Decisions, LLC is not listed as a pension consultant or as a related adviser to another registered advisory entity.

Assets & Accounts

Investments & Alternatives

Location & Offices