Decisionpoint Financial, LLC

DecisionPoint Financial, LLC is a registered investment adviser firm established in April 2018 in Arizona. The firm offers discretionary investment advisory services on a fee-only basis, with annual fees ranging from negotiable to 1.25% of assets under management. Services include financial planning, retirement plan consulting, and investment management. The minimum annual fee is $2,500, which may be waived or adjusted based on specific criteria. The firm does not participate in wrap fee programs and does not accept compensation from the sale of securities. Clients have the option to have fees deducted from their custodial account. The firm primarily allocates client assets among mutual funds, ETFs, individual equities, and debt instruments. DecisionPoint Financial does not accept performance-based fees and serves various types of clients, including individuals, businesses, trusts, estates, and charitable organizations. The firm conducts account reviews at least annually and provides clients with written transaction confirmations and account statements. The firm does not vote client proxies and does not have any financial conditions that may impair its ability to meet commitments. Clients can contact the Chief Compliance Officer, Scott J. Johnson, for any inquiries.