Matthew Doyle
Matthew Doyle is a registered investment advisor at MD Investment Advisors, based in Bradenton, FL, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 130 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $200K | 2.00% |
| $200K - $300K | 1.75% |
| $300K - $400K | 1.50% |
| $400K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Bradenton, FL
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew prepares income taxes and sells insurance products to the public as a business owner since 1994. He dedicates minimal time to these activities, about 1/2 hour per day during trading hours.
Employment History
Current Registrations
MD Investment Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.