Matthew Kimberley
Matthew Kimberley is a registered investment advisor at Des Moines Investments, LLC, based in Urbandale, IA, with 30 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 700 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Des Moines Investments charges an annual management fee ranging from 0.80% to 1.00% of your portfolio, charged quarterly. New accounts start at 1.0% annually and may decrease for larger accounts. The fee is negotiable based on balances, trading activity, and the need for ongoing reviews.
Location
2961 100th St Suite 3, Urbandale, IA, 50322
Get directionsHistory
Regulatory History (5)
Regulatory
June 2022Regulatory
May 2022Customer Dispute
July 2002Customer Dispute
June 2002Employment Separation After Allegations
March 2002Other Business ActivitiesSells Insurance
Matthew is an insurance agent selling traditional insurance products since 2015, dedicating minimal time to this activity. He also provides tax preparation services and coaches youth softball, dedicating about a quarter of his time to coaching.
Employment History
Current Registrations
Des Moines Investments, LLC
Previous Registrations
Des Moines Wealth Management LLC
Des Moines Investments, LLC
Royal Alliance Associates, INC.Broker
First Midwest Securities, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.