Your Choice Financial LLC

Overview

Your Choice Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator—sourcing and placing client capital with outside managers in addition to running in-house advisory programs. Its service mix combines traditional advisory work (financial planning and portfolio management for individuals and small businesses) with pension consulting, manager selection, and educational seminars. The firm also operates as an insurance broker and uses a fee structure that includes both percentage-of-AUM fees and fixed fees. The firm is not identified as an ESG-active investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices