Matthew Sean Kimberley

Des Moines Investments, LLC

29 Years of Experience

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Firm Information

Des Moines Investments, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

3 advisors

Number of Clients

550 clients

Average Client Portfolio

$345K average

Assets Under Management

$190.0M

Fee Structure

The annual management fee ranges from 0.80% to 1.00% of the account balance, charged quarterly in arrears. New accounts start at 1.0%. Fees are negotiable based on balances, trading activity, and review needs. The advisory relationship can be terminated with 10 business days' written notice.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning

Advisor Information

Office location

2961 100th St Suite 3, Urbandale, IA, 50322

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Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

June 2022

Final

Regulatory

May 2022

Final

Customer Dispute

July 2002

Settled

Customer Dispute

June 2002

Settled

Employment Separation After Allegations

March 2002

View Full SEC Report How to Read Disclosures

Other 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.