How does the advisor help clients – Key Takeaways:
DECISION TREE INVESTMENT ADVISORS LLC (DTIA) is a reputable financial advisory firm that specializes in helping clients make sound investment decisions. Their team of experienced advisors provide personalized financial advice and services to individuals and businesses alike.
- DTIA helps clients create comprehensive financial plans that align with their goals and risk tolerance.
- The firm offers a wide range of financial services, including portfolio management, retirement planning, and tax planning.
- DTIA prioritizes transparency and communication, ensuring that clients are kept informed about their investments and the market.
Facts and Insights
Established in 2005, DECISION TREE INVESTMENT ADVISORS LLC has been in the financial advisory business for over 15 years. During that time, their team has helped numerous clients achieve their financial goals and build their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
These impressive numbers are a testament to DTIA’s success and expertise in the financial industry.
Financial Services Offered
DTIA offers a range of financial services to cater to their clients’ needs and goals. Here are some of the services they offer:
- Portfolio management and asset allocation
- Retirement planning and wealth management
- Tax planning and preparation
- Estate planning and trust services
- Insurance and risk management
- Education and college planning
Client Types
DECISION TREE INVESTMENT ADVISORS LLC serves a diverse range of clients, including individuals, families, small businesses, and corporations. Their team of advisors has the knowledge and experience to cater to the unique needs of each client.
Fees & Compensation
DTIA operates on a fee-based model, charging a percentage of assets under management as their fee. This structure ensures that the firm’s interests are aligned with their clients’, as they only earn more if their clients’ investments perform well.
Background
DECISION TREE INVESTMENT ADVISORS LLC was founded by three financial experts with a shared passion for helping clients achieve financial success. With over 50 years of combined experience, the firm’s founders bring a wealth of knowledge and expertise to their clients.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, DTIA adheres to strict ethical standards and regulations. Here are some important disclosures to know about the firm:
- DTIA is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- The firm has a fiduciary duty to act in the best interests of their clients at all times.
- DTIA has no disclosures of any legal or regulatory actions against them.