Voorman Investment Counsel LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,062,055
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
53
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
53
HighAverage account size
$416,265
About
Voorman Investment Counsel provides fee-only investment advisory services to individuals, trusts, estates, corporations, charitable organizations, and pension or profit-sharing plans. Services include financial consulting, discretionary and non-discretionary portfolio management, and pension consulting that can encompass existing plan reviews, vendor evaluation, asset allocation advice, participant education, and ongoing performance monitoring.
The firm uses a mix of fundamental, technical, and charting analysis and employs both long- and short-term strategies, tailoring investments and allocations to each client's objectives, risk tolerance, and liquidity needs. When advising retirement investors and plan fiduciaries, the firm acts as an ERISA investment advice fiduciary and discloses and manages conflicts that can arise from recommendations such as rollovers.
Compared with many peers, the firm’s active engagement with charitable organizations and its provision of pension consulting services are relatively uncommon elements of its practice. It maintains a fee-only compensation model, does not accept performance-based fees, and provides ancillary support for larger accounts (including reimbursements for certain legal and accounting services), while custody and execution are handled through major custodians.
Client services
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Wealth management
Fee options
$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
$250 per hour for financial consulting services when charged separately.
Fee-only: Fee-only investment adviser; no commissions or other compensation received from any source.
Main office location
Voorman Investment Counsel LLC
729 West Ann Arbor Trail
Plymouth MI 48170, United States
Number of offices
1
Most active in
Voorman Investment Counsel LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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