Doug Voss is a registered investment advisor at Vip Advisors LLC, based in Overland Park, KS, with 13 years of industry experience. Doug operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 23 clients with $1.1M 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 $50K | 2.50% |
| $50K - $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.80% |
Investment advisory fees may be reduced or waived for directors, officers, and employees of VIP at the discretion of management. VIP may negotiate its fees at its sole discretion with any client.
Fee Estimator
Location
Overland Park, KS
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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 →Other Business ActivitiesSells Insurance
Doug is a managing member of VIP Financial Services LLC, which provides insurance services, and VIP Taxes LLC, which provides tax preparation services.
Employment History
Current Registrations
Vip Advisors LLC
State Registrations1 state
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