Matthew Meyer is a registered investment advisor at DDS Investment Management, INC., based in Northbrook, IL, with 15 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, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
DDS Investment Management does not directly manage investments or charge direct investment management fees. Instead, clients establish accounts with Morgan Stanley Smith Barney, where investment management fees are determined by Morgan Stanley Smith Barney's standard fee schedules for their advisory programs. DDS Investment Management receives a referral fee from Morgan Stanley Smith Barney out of the advisory fees paid by the client. You will not be charged any extra fee by Morgan Stanley Smith Barney because of this referral arrangement.
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
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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