Joshua Decker is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Burnsville, MN, with 26 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B 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 $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
768 Southcross Drive W, Burnsville, MN, 55306
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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
Joshua operates under Sentient Wealth Group as a DBA for his LPL business and provides investment advisory services to Great Valley Advisor Group, Inc., dedicating full-time hours to these investment-related activities. He also owns Skyrun Phoenix, a real estate rental, and is a business owner of Educators Lifetime Solution.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
LPL Financial LLCBroker
Advanced Advisor Group, LLC
Efs Advisors
Advanced Advisor Group, LLCBroker
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Investors Brokerage Services, INC.Broker
State Registrations1 state
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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