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Better Money Decisions
SEC-regulated
Registered investment advisor
Better Money Decisions, LLC, a registered investment adviser, was established in September 2014 and transitioned to an SEC registered firm in May 2019. The firm, owned and managed by Lorraine Ell and Lea Ann Garrison Knight, offers Financial Wellness for Life® (FWL) services, including comprehensive financial planning and investment management. Clients with over $300,000 in managed accounts are eligible for the Assets Under Management Fee, ranging from 1.25% to 0.75%. The firm's investment philosophy focuses on value, safety, and quality, with an emphasis on risk control. Better Money Decisions uses a combination of technical and fundamental methods for analysis and offers discretionary trading authority over client accounts. Clients retain responsibility for voting proxies on securities. The firm does not charge performance-based fees and typically requires a minimum account value of $300,000 for its services. Better Money Decisions has a business continuity plan in place and follows a strict privacy policy to protect client information. For more information, visit www.bettermoneydecisions.com or contact 844-507-0961.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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