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Corey Voorman

Advisor at Voorman Investment Counsel LLC

Updated today
Voorman Investment Counsel LLC logo

Firm

Voorman Investment Counsel LLC

Location

Plymouth, MI 48170

Credentials

Series 66

Industry experience

10 years

About

Corey Voorman is a financial advisor at Voorman Investment Counsel LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Berndt & Associates, Karstens Investment Counsel, Bank of America, and Merrill Lynch. Outside of his advisory role, he serves on the board of Rooted Ministries Inc., participates in a musical project called The City Inside, and is Vice President of the Sigma Chi Detroit Alumni Chapter. Voorman Investment Counsel LLC provides fee-only investment advisory services to individuals, trusts, estates, corporations, charitable organizations, and pension or profit-sharing plans. The firm employs a combination of fundamental, technical, and charting analysis, offering both long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.

Client services

Based on Voorman Investment Counsel LLC

Portfolio management Pension consulting

Expertise

Based on Voorman Investment Counsel LLC

Retirement income strategy Wealth management

Fee options

Percentage

$0 - $500,000: 1.0000% annually $500,000 - $1 million: 0.8500% annually $1 million - $2 million: 0.7500% annually $2 million - $5 million: 0.5000% annually $5 million - $10 million: 0.4000% annually $10 million+: 0.2500% annually

Project-based

$250 per hour for financial consulting services when charged separately.

Other

Fee-only: Fee-only investment adviser; no commissions or other compensation received from any source.

Location

729 West Ann Arbor Trail

Plymouth, MI 48170

Most active in

Michigan · Texas

Work history

Voorman Investment Counsel LLC

2019 - Present (7 years)

Berndt & Associates

2018 - 2019 (1 year)

Karstens Investment Counsel, Inc.

2016 - 2018 (2 years)

Bank Of America, N.a.

2015 - 2016 (1 year)

Merrill

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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