Best Personal Finance Blog

Decker Retirement Planning: Services, Reviews, Fees & Cost

About Decker Retirement Planning

Decker retirement planning is a U.S. investment adviser registered Securities and Exchange Commission. It offers investment advisory services to its valuable clients. They charge fees against clients’ services that differ from the broker-dealer. In addition, they offer asset management services that involve trading clients’ designated accounts and continuously monitor and contact annually to discuss clients’ portfolios. 

Decker Retirement Planning is the idea that could be qualified with a math and principle-based approach, not your opinions. By establishing Decker Retirement Planning is a financial practice that is set up to avoid conflicts of interest.

It would help if you believed you could effectively implement Decker Retirement Planning in the three principles governing a proper retirement plan with light and clarity. They aim to show mathematically each person who walks door to door to enjoy the Retirement Planning they have wanted for their entire life is called safer retirement. 

Decker Retirement Planning gives enjoyment without worrying about how the markets will affect their portfolios. Instead, they will share an update and some insight to help valuable clients through flat and down markets. In addition, the strategies help clients weather a bad market. Decker’s retirement planning objective lays out a simple way to organize assets, provide passive income, minimize risk, taxes, and more. 

All Decker Retirement planners are fiduciaries; their strategies are built with our minds, and their services focus on effective income distribution for you. They have two-sided risk models that are well-designed to make money in down or up markets. The social security strategies developed open the door for more conversation to achieve more out of retirement. Decker Retirement planning tax minimization help to avoid many tax pitfalls that hurt many years later of your retirement. It offers you incredible clarity & transparency that helps you retire earlier with more money than you expected.

Decker’s retirement planning goal is to establish realistic expectations in the current financial market and fully understand your retirement dreams. They quantify mathematically and present in an easy way to understand. They strongly believe those sitting with them will be able to walk with an elevated sense of clarity & transparency to accomplishing their dreams in retirement. 

Decker Retirement Planning Services

Safer retirement Education™

The education branch of Decker is their dinner workshops, learns, and lunch. Online webinars built to help you enjoy a safer retirement™. Their goal through education is to help you retire faster with a fatter income and less risk with transparency. 

Book and useful guides

Ignorance is not bliss; it leads to poor decisions regarding retirement planning. In addition, ignorance can be difficult to understand the most important retirement planning concepts. Decker breaks down pieces o key information that you do not need any financial background to understand. These books and guides help you plan and live out the best retirement possible. 

Decker Retirement articles 

They write an original article on retirement plans with thoughtful, engaging, and relevant content every week for you. It is very informative, fun, and easy to read. They also publish articles on the concept to help you prepare for early retirement. In addition, you will find more financial insights, news, and articles. 

Safer Retirement Radio

The client will get transparency. Whether clients plan to retire, it will show full of retirement tips that help them get extra dollars in their retirement. 

Decker Retirement planning Fees and cost

Fees and costs charged for their asset management services are based on percentages on a quarterly calendar basis of fair market value. The annual fees and cost range from 1.40% for high-risk investments and 0.20% for cash management. The quote fees are based on the value of clients’ accounts. Therefore, they are motivated to increase the asset level in clients’ accounts. 

When clients engage them for their asset management services, the client will also incur other related fees and expenses. It will also charge the valuable clients internal fees & costs by the funds they invest in within the client’s accounts. 

Decker financial planning services provide under an hourly fee, and the cost arrangement is $250. However, the fees may be waived at your sole discretion, and any fees charged for financial planning will not cover the costs associated with implementing any recommendations. 

The client will pay fees whether they make or lose money on their investments. The cost will reduce any amount you make on your investment.

Decker Retirement Planning Review

Decker registered in 2021m has 9 skillful advisors, and manages $121.4 million for 463 clients. It is a U.S.-based investment advisory services company with over 16,000 firms across the country. 

The investor.com trust algorithm downloads the latest monthly regulatory data from the SEC IAPD database. This monthly downloaded data is then run through their proprietary scoring algorithm to rate each Firm. The firms that earn a 4.5 or 5-star rating are eligible to receive the trusted by investor.com badge. Certified B Corporation focuses on clients before generating profits. Investor.com each month helps thousands of U.S citizen answer the question: Can I trust you? 

Decker Retirement planning firm information summary

  • Minimum investment: Ask Firm
  • Average Clients balance: $262,297
  • Asset under management: $121.4 million
  • Fees and cost: 1.40% for high-risk investment and 0.20% for cash management
  • Advisor/client ratio: 1:51
  • Languages Offered: Ask Firm
  • Specialties: 9 skillful advisors
  • Website: https://www.deckerretirementplanning.com
  • Facebook:https://www.facebook.com/DeckerRetirementPlanning/
  • Main office address: 2889 W Ashton Blvd, Suite 125, Lehi, UT 84043

Frequently Asked Questions (FAQs)

What services does Decker retirement planning provide?

Decker retirement planning provides various financial services for Americans. Their advice helps clients achieve goals in life that save them for retirement by creating a comprehensive financial investment portfolio like stocks, bonds, and mutual funds. FTFs.

Decker retirement planning services include tax, estate, and retirement planning, such as saving for getting married, going to college, purchasing home, paying down debt, etc. 

Where is Decker retirement planning headquarters, and in which states do they serve financial advisors? 

The headquarters address: 2889 W Ashton Blvd, Suite 125, Lehi, UT 84043. It serves clients in these states: AZ, WA, AK, CA, NT, ID, NE, NY, NV, UT, and TAX.

What is the Decker retirement planning average client balance?

They advise clients across various portfolio sizes; the average client balance is $ 262,297. Decker manages $121.4 million in assets. 

What are the historical performances of Decker Retirement planning? 

Unlike hedge funds, Decker is no historical performance for any financial firm. As a result, financial investment and planning are always unique to the client’s financial situation. 

Can I write a review of the Decker file complaint?

Investor.com relies on SEC regulatory data to rate and review financial advice firms. As a result, they do not support personal reviews. However, clients can dispute this firm can fill out the SEC investor complaint form. 

Read also: How to Find Next Gen Personal Finance Answers Key

Leave a Comment

Your email address will not be published. Required fields are marked *

Recent Posts
Categories
Recent News
Scroll to Top