Advisor at Trimingham Financial
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Firm
Trimingham Financial
Location
New Albany, IN
Credentials
Series 66
Industry experience
10 years
Matthew Doyle is a financial advisor at Trimingham Financial, LLC, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he maintains a bookkeeping client and works as a warehouse associate for Amazon. Trimingham Financial serves individual clients by providing comprehensive financial planning and investment management, focusing on asset allocation primarily through exchange-traded funds. The firm employs both strategic and dynamic allocation techniques and generally requires clients to custody managed accounts with Interactive Brokers.
Based on Trimingham Financial
$0 - $500,000: 0.80% annually $500,001 - $1,500,000: 0.60% annually $1,500,001 - $2,500,000: 0.40% annually $2,500,001+: 0.20% annually
$125 per hour, negotiable; average financial plan takes 8-12 hours, approximately $1,000 to $1,500
Account minimum: $100,000 Fee-only: Fee-only registered investment adviser, no commissions or sales compensation
New Albany, IN
Indiana · Kentucky
AMAZON
2018 - Present (8 years)
Trimingham Financial, LLC
2018 - Present (8 years)
Northwestern Mutual Wealth Management Company
2016 - 2018 (2 years)
Northwestern Mutual
2016 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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