Financial Decisions (USA) LLC

Overview

Financial Decisions (USA) LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small business owners. The firm charges clients a percentage-of-assets fee and concentrates its manager activity on exchange-traded equities as the principal building block of client portfolios. Advisory services emphasize personalized planning and portfolio construction rather than institutional capital allocation; the firm is not positioned as a pension consultant, multi-state adviser, or ESG specialist. The adviser runs a small, concentrated book of business and appears to favor liquid, listed instruments for core exposure while supplementing portfolios with mutual funds, corporate debt and third-party real estate allocations. Its operating model is consistent with a small RIA using a primary custodian relationship to execute trades and custody client assets.

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Location & Offices