Dennis Prost is a CFP-designated registered investment advisor at Vima, LLC, based in Troy, MI, with 37 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,182 clients with $230M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fee schedule is a general guideline and varies by advisor up to a maximum of 2.5%. Fees for accounts over $1,000,000 are negotiable.
Fee Estimator
Location
Ameri-Center, 200 E. Big Beaver Rd., Troy, MI, 48083
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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.
Learn about disclosures →Employment History
Current Registrations
Vima, LLC
Previous Registrations
Pvg Asset Management CORP
Harvest Investment Services, LLC
Investment Advisors
Proequities, INC.Broker
Mariner Financial Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.
Exams
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