Advisor at Thayer Partners LLC
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Firm
Thayer Partners LLC
Location
Saint Marys, GA
Credentials
Series 63, Series 65
Industry experience
17 years
Deborah Deckman is a financial advisor with Thayer Partners LLC in Saint Marys, GA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Thayer Partners since 2018 and previously held positions at Lovett Advisors LLC, Almanack Investment Partners, Spire Wealth Management, and operated her own consulting and virtual services firm. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios primarily composed of low-cost mutual funds and ETFs, and operates a multi-office advisor network with centralized compliance oversight.
Based on Thayer Partners LLC
Based on Thayer Partners LLC
Fixed annual consulting fee for tax, financial and estate planning reviews (at Advisor's discretion); fixed monthly fees for business advisory services ranging from $1,250 to $6,250 per month; fixed fees for retirement plan advisory services ranging from $3,000 to $35,000
$0 - $500,000: Equivalent to $5,000 minimum annual fee (billed quarterly at $1,250) $500,000+: 0.50% to 1.50% annually based on complexity and relationship factors
Account minimum: $500,000 (minimum asset level for standard investment management fees; otherwise $5,000 annual minimum fee applies) Minimum fee: $5,000 per annum minimum advisory fee for separately managed accounts with less than $500,000 assets Fee-only: Investment advisory fees based on assets under management and fixed fees for financial planning and business advisory services
Saint Marys, GA
Georgia
Thayer Partners
2018 - Present (8 years)
Lovett Advisors Llc
2016 - 2018 (2 years)
Almanack Investment Partners
2016 - 2016 (1 year)
Deckman Consulting & Virtual Services, Llc
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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