Everything we do at Dechtman Wealth Management is in the best interest of our clients. As a fee based financial planner in Denver, we offer a simple and transparent, competitive tiered advisory fee based on your portfolio’s size. It is designed to reduce conflicts of interest, align our incentives, and put you in the best possible position to succeed. You will not pay any trading fees from a third-party when changes are made to your portfolio. Those costs are included in your advisory fee and are absorbed by Dechtman Wealth Management. This is highly uncommon in the wealth management industry. We manage your money is if it were our own and work to keep expenses as low as possible. The better you do, the better we do.
Unfortunately for many individuals in the Denver area, they work with a firm that doesn’t offer this fee based structure. Many asset managers can charge commissions on products they sell in addition to management fees. We believe this creates a huge conflict of interest. The asset manager is incentivized to sell you the most expensive product, which can sometimes pay them commissions up to 7%!
As fee based financial advisors, we enjoy working with individuals and their families who live life with drive and purpose. You have experienced firsthand the value of hard work and want to preserve your wealth for the people and causes you care about.
For over 30 years, we have served thousands of clients in Denver, Colorado and around the country to help them achieve their financial goals. We specialize in helping retirees and pre-retirees, business owners and executives, and women in transition. While our clients’ investable assets typically exceed $500,000, we are able to serve clients at every asset level.
When comparing portfolio management services, remember advisory fees misaligned with your interests can jeopardize your retirement goals. That’s why at Dechtman Wealth Management we believe a straightforward investment strategy with transparent fees based on the size of your assets is the best way to help clients.