WD
WD
William Decker
27 Years of Experience
Nashville, TN
2 Disclosures
William Decker is a registered investment advisor at Decker Wealth Management, LLC, based in Nashville, TN, with 27 years of industry experience. William 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
304 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$411.6M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4535 Harding Pike, Suite 201, Nashville, TN, 37205
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2005Denied
Customer Dispute
May 2004Settled
Employment History
Current Registrations
Decker Wealth Management, LLC
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Stanford Group Company
November 2008 - March 2009 · 4 mos
Banc of America Investment Services, INC.
December 2003 - November 2008 · 4 yrs 11 mos
Morgan Stanley
August 1998 - October 2003 · 5 yrs 2 mos
State Registrations2 states
TNTX
Advisor
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
No exam information available for this advisor.