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Tyler Decker

5 Years of Experience
Birmingham, AL

Tyler Decker is a registered investment advisor at Steadmont Advisors, LLC, based in Birmingham, AL, with 5 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 323 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
323 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$368.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Steadmont Advisors charges a maximum of 1.50% annually for investment management services. The exact fee is outlined in the client's advisory agreement and is negotiable. Fees are billed quarterly in advance, based on the account value at the end of the previous quarter. Adjustments are made for deposits and withdrawals exceeding $50,000. Family accounts may be combined for fee calculation, potentially resulting in a reduced advisory fee. For assets held away from Steadmont's recommended custodian, fees will follow the portfolio management fee schedule.

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Location

2204 Lakeshore Drive, Suite 100, Birmingham, AL, 35209

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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 Activities

Tyler works as general staff at High Point Climbing and Fitness, a local rock climbing gym, since 2019. He works about 10-20% of his time, primarily on weekends, and this activity is not investment-related.

Employment History
Current Registrations
Steadmont Advisors, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2020 - January 2024 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2020 - January 2024 · 3 yrs 8 mos
State Registrations1 state
AL
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.