Julie Decker
Julie Decker is a registered investment advisor at Investment Management Services Group, LLC, based in Melbourne, FL, with 18 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 101 clients with $9.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable within each tier depending on the size and complexity of the portfolio.
Fee Estimator
Location
4800 Dairy Road, Suite 101, Melbourne, FL, 32904
Get directionsHistory
Regulatory History (1)
Regulatory
October 2015Other Business ActivitiesSells Insurance
Julie is the president of IMS Partners, Inc., an insurance agency, since 2002. As an insurance agent, this takes about 10-20% of Julie's time.
Employment History
Current Registrations
Investment Management Services Group, LLC
State Registrations1 state
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.