Matthew Doyle is a registered investment advisor at Trimingham Financial, based in New Albany, IN, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7 clients with $1.7M 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 $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
New Albany, IN
Get directionsHistory
Regulatory History (1)
Regulatory
March 2021Other Business Activities
Matthew has a bookkeeping client, Right Stop RV Center, since 2020, dedicating minimal time. He also works as a warehouse associate for Amazon, dedicating a full-time commitment.
Employment History
Current Registrations
Trimingham Financial
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.
Exams
More Advisors
- Michael Richardson, CFPPrivate Client Services, LLC
- Andrew Atchison, CFPStratos Wealth Partners, LTD
- Afton Yaeger, CFPMariner
- Kara Endres, CFPRobert W. Baird & CO. Incorporated
- Michael Gosney, CFPMariner
- Justin Kepley, CFAAxiom Financial Strategies Group, LLC