Elizabeth Newman is a registered investment advisor at Decker Wealth Management, LLC, based in Nashville, TN, with 5 years of industry experience. Elizabeth 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elizabeth is the secretary of Carojack Inc., a FedEx contractor, since 2019. She spends minimal time on this activity, executing documents as needed.
Employment History
Current Registrations
Decker Wealth Management, LLC
Previous Registrations
Banc of America Investment Services, INC.
State Registrations1 state
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