Carl Doerschler
Carl Doerschler is a registered investment advisor at M Holdings Securities, INC., based in Mattawan, MI, with 28 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
54870 N Main Street, Mattawan, MI, 49071
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2011Customer Dispute
November 2002Customer Dispute
September 1999Customer Dispute
September 1999Other Business Activities
Carl is a managing member of 54870 North Main Street, LLC, which owns the commercial real estate where his firm is located, and a 50% owner/financial advisor at Doerschler & Associates Wealth Management, LLC, taking about a third of his time. He also works as a Notary Public, dedicating minimal time to this activity.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Natcity Investments, INC.Broker
Natcity Investments, INC.Broker
Raymond James Financial Services, INC.Broker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
State Registrations22 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.