Richard Decker
Richard Decker is a registered investment advisor at Citizens Securities, INC., based in Albany, NY, with 27 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B 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 $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
1440 Central Ave, Ms: Nya022, Albany, NY, 12205
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2015Customer Dispute
October 2013Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
AXA Advisors, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations20 states
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
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