Corey Voorman is a registered investment advisor at Voorman Investment Counsel LLC, based in Plymouth, MI, with 10 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56 clients with $24M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiated on a client-by-client basis.
Fee Estimator
Location
729 West Ann Arbor Trail, Plymouth, MI, 48170
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Corey serves on the board of Rooted Ministries Inc., is involved in a musical project called The City Inside, and is Vice President of the Sigma Chi Detroit Alumni Chapter. Each activity requires minimal time per month, and Corey receives no compensation for any of them.
Employment History
Current Registrations
Voorman Investment Counsel LLC
Previous Registrations
Berndt & Associates INC
Karstens Investment Counsel, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.