How does the advisor help clients – Key Takeaways:
Decker Capital Management, LLC is committed to helping their clients achieve financial success through personalized and comprehensive investment management strategies. They strive to provide their clients with expert financial advice and top-notch services that are tailored to their unique financial goals.
Facts and Insights:
Decker Capital Management, LLC was founded in 2002 and has over 18 years of experience in the financial industry. They have become a trusted name in the industry and have built a solid reputation for their integrity, expertise, and personalized approach to managing their clients’ investments. Their team of financial advisors has a wealth of knowledge and experience in the field, making them a reliable resource for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18 years |
Financial Services Offered:
Decker Capital Management, LLC offers a wide range of financial services to their clients, including investment management, retirement planning, estate planning, tax planning, and risk management. They take a comprehensive approach to financial planning, taking into account all aspects of their clients’ financial well-being to develop a personalized and effective strategy for managing their investments.
Client Types:
Decker Capital Management, LLC works with a diverse group of clients, including high-net-worth individuals, families, and institutions. They understand that each client has unique financial goals and work closely with them to develop a customized plan that meets their specific needs and objectives.
Fees & Compensation:
Decker Capital Management, LLC operates as a fee-only advisor, which means they do not receive any commissions or compensation from third-party products. They are transparent about their fees and only charge a percentage of the assets they manage, ensuring that their clients’ interests are always their top priority.
Background:
Decker Capital Management, LLC was founded by John Decker, a highly experienced financial advisor with over 25 years of industry experience. As a certified financial planner (CFP) and a chartered financial analyst (CFA), John brings a wealth of knowledge and expertise to the firm.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Decker Capital Management, LLC is required to disclose any potential conflicts of interest or disciplinary actions to their clients. They have a clean record with no disciplinary actions, ensuring that their clients can trust their services and advice.
In conclusion, Decker Capital Management, LLC is a highly reputable financial firm that puts their clients’ interests first. With their experience, expertise, and personalized approach, they are dedicated to helping their clients achieve their financial goals and secure their financial future.