Bradley Geddes
Bradley Geddes is a registered investment advisor at Decker Retirement Planning INC., based in Salt Lake CIty, UT, with 8 years of industry experience. Bradley 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
299 South Main, Suite 1300, Salt Lake CIty, UT, 84111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bradley is the co-founder and CFO of Join IT, Inc., a membership management software company, since 2017. This takes a few hours per week outside of market hours.
Employment History
Current Registrations
Decker Retirement Planning INC.
State Registrations1 state
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