John Decker
Advisor at Pathstone
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
John Decker is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He has been with Pathstone since 2016 and previously worked at Convergent Wealth Advisors, LLC for nine years. Pathstone primarily serves ultra-high-net-worth families, single-family offices, institutional investors, and other pooled investment vehicles. The firm employs a multi-asset, manager-centric investment approach and offers a combination of investment advisory and family-office services, including in-house accounting and affiliated fiduciary companies.
Client services
Based on Pathstone
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Expertise
Based on Pathstone
Tax-loss harvesting
ESG / Sustainable investing
Private / alternative investments
Wealth management
Business exit / sale strategy
Fee options
Fixed/flat fees for various Professional Services including accounting, tax compliance, family office structuring, wealth planning, risk management, and extended family office services.
Time & materials based on fixed/flat rate or fixed/flat fee for certain tax-related services.
Performance-based fees are negotiated on a case-by-case basis for qualified clients and may be charged at the Affiliated Fund level.
Account minimum: $10 million
Location
12505 Park Potomac Ave, Suite 400
Potomac, MD 20854
Most active in
John D has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Pathstone Federal Street
2016 - Present (10 years)
Convergent Wealth Advisors, LLC
2007 - 2016 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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