Decisive Path Fee-only Financial Advisory
Decisive Path Fee-only Financial Advisory (CRD# 159146) is a financial advisory firm headquartered in , . They manage $5,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$1,250,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Karen Telleen-Lawton (CRD# 5863010) is an Investment Advisor Representative working at Decisive Path Fee-only Financial Advisory in Santa Barbara, CA and has over 4 years of experience in the finance industry.