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Better Money Decisions
Santa Fe, New Mexico
Better Money Decisions is a reputable investment advisory firm located in Santa Fe, NM. With a team of six highly skilled professionals, including four dedicated investment advisors, the firm is committed to providing exceptional financial guidance and expertise to their clients. Their impressive average of approximately $166,320,000 in assets under management per investment advisor surpasses the industry standard, reflecting their ability to effectively manage substantial portfolios.
The firm's compensation structure encompasses various methods, such as a percentage of assets under management and performance-based fees, ensuring...see more
Assets Under Mgmt
$197.89M
Investment Professionals
4
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Better Money Decisions
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