Judy Goldis is a registered investment advisor at Vima, LLC, based in Troy, MI, with 34 years of industry experience. Judy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 897 clients with $150M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,001. The fee schedule varies by financial advisor, but no advisor can charge more than 2.5% per year.
Fee Estimator
Location
46 East Square Lake Rd., Troy, MI, 48085
Get directionsHistory
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 ActivitiesSells Insurance
Judy owns Goldis Financial Services, where she engages in insurance sales and services, though she dedicates minimal time to it. She also works as an Investment Adviser Representative and in brokerage services for Oliver Lagore Vanvalin Investment Group, spending about half her time on each role.
Employment History
Current Registrations
Vima, LLC
Previous Registrations
Ae Financial Services, LLCBroker
Oliver Lagore Vanvalin Investment Group, INC.
Spc
Spc
Sigma Financial CorporationBroker
East - West Capital CorporationBroker
Mariner Financial Services, INC.Broker
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
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.