Decker Retirement Planning offers personalized retirement planning, financial planning, and investment management services. These services are available to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm may use sub-advisors or third-party managers to manage client assets. Decker Retirement Planning does not act as a custodian of client assets.
Fee Structure
Decker Retirement Planning manages investments for a fee based on a percentage of the assets they manage. The annual fee ranges from 0.20% to 1.4% and is only charged on Risk Bucket assets. The fee is calculated monthly based on the average daily balance of the account. Decker Retirement Planning requires clients to go through the financial planning process before they will manage their investments.