Matthew Doering is a registered investment advisor at Vima, LLC, based in Troy, MI, with 31 years of industry experience. Matthew 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 897 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
897 clients
Average Client Portfolio
$167K average
Assets Under Management
$150.2M
Fee Structure
Planning is included in investment management
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% |
Fees are negotiable for accounts over $1,000,001. The fee schedule varies by financial advisor, but no advisor can charge more than 2.5% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
46 East Square Lake Rd., Troy, MI, 48085
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2008Settled
Employment History
Current Registrations
Vima, LLC
April 2020 - Present · 6 yrs
Previous Registrations
Thurston Springer FinancialBroker
February 2019 - February 2020 · 1 yr
Thurston Springer Financial
February 2019 - February 2020 · 1 yr
Edward JonesBroker
November 2010 - March 2019 · 8 yrs 4 mos
Edward Jones
November 2010 - March 2019 · 8 yrs 4 mos
Chase Investment Services CORP.
July 2005 - November 2010 · 5 yrs 4 mos
Chase Investment Services CORP.Broker
July 2005 - November 2010 · 5 yrs 4 mos
Banc One Securities Corporation
January 2005 - July 2005 · 6 mos
Banc One Securities CorporationBroker
January 2005 - July 2005 · 6 mos
Legend Advisory CORP
September 2003 - February 2005 · 1 yr 5 mos
Legend Equities CorporationBroker
June 2003 - February 2005 · 1 yr 8 mos
A. G. Edwards & Sons, INC.Broker
May 1999 - June 2003 · 4 yrs 1 mo
The Leaders Group, INC.Broker
June 1997 - May 1999 · 1 yr 11 mos
Guardian Investor Services CorporationBroker
September 1995 - May 1997 · 1 yr 8 mos
Pruco Securities CorporationBroker
April 1994 - January 1995 · 9 mos
State Registrations1 state
IN
Advisor
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
No exam information available for this advisor.