Decker Wealth Management offers financial planning, consulting, and investment management services to individuals, families, trusts, estates, charitable organizations, and small businesses. DWM helps clients with business planning, investments, insurance, retirement, education, estate planning, and tax and cash flow needs. DWM primarily uses exchange-traded funds and individual debt and equity securities to manage investments.
Assets Under Management$410M
Clients304
Advisors7
Avg. per Client$1.4M
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $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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