Brian Decker
Brian Decker is a registered investment advisor at Decker Retirement Planning INC., based in Salt Lake, UT, with 40 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 774 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Asset management fees range from an annual rate of 1.4% for higher-risk investment models down to 0.20% for cash management. Fees are charged only on risk-bucket assets and exclude bonds, CDs, and self-managed positions.
Fee Estimator
Location
299 South Main St. Suite 1300, Salt Lake, UT, 84111
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2011Customer Dispute
February 1997Customer Dispute
March 1995Customer Dispute
March 1993Other Business ActivitiesSells Insurance
Brian provides insurance sales and services through Decker Retirement Planning Inc., where he is the President and sole owner. Approximately 40% of Brian's time is devoted to these insurance activities, which is about a quarter of his time.
Employment History
Current Registrations
Decker Retirement Planning INC.
Previous Registrations
USA Financial Securities CorporationBroker
Absolute Return Solutions, INC.
Pacific West Financial Consultant INC
Pacific West Securities, INC.Broker
Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Piper, Jaffray & Hopwood IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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