Mitchell Marriott is a registered investment advisor at Decker Retirement Planning INC., based in Lehi, UT, with 16 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 900 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
2889 W Ashton Blvd., Suite 125, Lehi, UT, 84043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Decker Retirement Planning INC.
Previous Registrations
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Wells Fargo Clearing Services, LLCBroker
Alpha Wealth Management and Planning LLC
LPL Financial LLCBroker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 states
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.