TG
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Trent Green

19 Years of Experience
Nashville, TN

Trent Green is a registered investment advisor at Decker Wealth Management, LLC, based in Nashville, TN, with 19 years of industry experience. Trent 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 ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$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

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Decker Wealth Management, LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Robinson Investment Group INC
July 2019 - February 2022 · 2 yrs 7 mos
Robinson Investment Group INC
March 2006 - December 2017 · 11 yrs 9 mos
Morgan Stanley
January 2004 - March 2005 · 1 yr 2 mos
State Registrations1 state
TN
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.