Valerie Wilson is a registered investment advisor at Decker Wealth Management, LLC, based in Nashville, TN, with 22 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 304 clients with $410M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable at DWM's discretion.
Fee Estimator
Location
4535 Harding Pike, Suite 201, Nashville, TN, 37205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Decker Wealth Management, LLC
Previous Registrations
Stanford Group Company
Banc of America Investment Services, INC.
State Registrations1 state
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