Matthew Meyer is a registered investment advisor at DDS Investment Management, INC., based in Northbrook, IL, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
DDS Investment Management does not manage client assets. They refer clients to Morgan Stanley Smith Barney (MSSB), who manages the investments. MSSB pays DDS a referral fee out of the investment advisory fee that clients pay to MSSB. The referral fee is a percentage of the investment advisory fee, and the amount varies depending on the investment program, the level of assets in the account, and the fee negotiated between the client and the MSSB Advisor.
Location
425 Huehl Road Bldg 21, Northbrook, IL, 60062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a partner at The Dolins Group, LTD, a CPA firm, since 2001. This is his primary business and takes a full-time commitment.
Employment History
Current Registrations
DDS Investment Management, INC.
State Registrations1 state
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