Better Money Decisions
Assets Under Management
$326.8M
Number of Clients
322
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$108.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Better Money Decisions, LLC provides comprehensive financial planning and investment management services through its Financial Wellness for Life® (FWL) program. They also offer a standalone financial planning service called Financial Planning Snapshot (FPS). Investment strategies emphasize value, safety, and quality with a focus on risk control.
Fee Structure
The annual fee for portfolio management and financial planning (FWL) is based on a percentage of assets under management. For the Financial Planning Snapshot (FPS) service, a flat fee between $3,000 and $5,000 is charged based on the complexity of the client’s financial situation. Fees are negotiable based on the client's situation and assets under management. A minimum account value of $300,000 is typically required for the FWL service, but this may be waived at the firm's discretion.
Areas of Practice
Location
460 St. Michael'S Drive, Suite 902, Santa Fe, NM, 87505