DECCA Private Wealth Management provides investment management services on both a discretionary and non-discretionary basis. They also offer services to retirement plans, acting as a limited scope fiduciary. DECCA may use sub-advisors to manage client assets. They also manage assets held away at other institutions.
Assets Under Management$9.5M
Clients45
Advisors3
Avg. per Client$210K
Avg. per Advisor$3.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable. Client will not be charged an asset management fee with a performance based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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