MD
MD

Michael Decker

2 Years of Experience
Overland Park, KS
Sells Insurance

Michael Decker is a registered investment advisor at Kedrec LLC, based in Overland Park, KS, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 44 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
44 clients
Average Client Portfolio
$286K average
Assets Under Management
$12.6M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

Kedrec Wealth Management offers wealth management services at a flat monthly subscription fee, not based on a percentage of your portfolio. These fees vary depending on the level of service you choose (Essentials, Growth, Accredited, or Retirement). Kedrec also offers active portfolio management for an additional annual fee of up to 1.50% of the assets they manage. This fee is negotiable. Kedrec does not charge asset-based fees for passive advisory services.

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Location

9393 W 110th St, Suite 100, Overland Park, KS, 66210

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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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Other Business ActivitiesSells Insurance

Michael is an independent insurance agent, owner/insurance agent at Kedrec Legacy LLC (an insurance agency), and President of The Advisor Suite and Cash Flow and Capital LLC. These activities each take about half of Michael's time, except for Cash Flow and Capital LLC, which requires minimal time.

Employment History
Current Registrations
Kedrec LLC
March 2023 - Present · 3 yrs 2 mos
State Registrations3 states
KSMOTX
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.