Marcus Knauss is a registered investment advisor at Decker Retirement Planning INC., based in Bellevue, WA, with 11 years of industry experience. Marcus 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
10900NE 4th St, Suite 2300, Bellevue, WA, 98004
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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
Joslin Capital Advisors LLC
Comprehensive Wealth Management
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations1 state
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