Matthew
Okkerse
Herr Investment Group LLC
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About this Advisor
Matthew Okkerse is a personal financial specialist working out of Commerce Township, Michigan with 1 year of relevant experience. Okkerse is on the advisory team at Herr Investment Group LLC. Over the course of their career, Okkerse has held roles at Herr Investment Group, Authentic, Inc, Uhy Advisors Mi, Inc and Doeren Mayhew, Pc. Okkerse is approved to work in Michigan. Herr Investment Group LLC is an advisory business with a branch in Commerce Township, Michigan. The firm has offices in two locations and just four financial advisors. It controls $911 million in assets under management across its 162 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides financial advice to one charities and foundations. Of its 162 accounts, 71% are associated with high-net-worth investors who have more than $1 million in investable assets. The company has a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually depend on the services. However, fees charged by Herr Investment Group LLC can be comprised of any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Herr Investment Group LLC Brokerage Details
$911,282,869
4
162
$5,625,203
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Matthew Okkerse Work History
Matthew has been registered as a financial advisor for 1 years.*
Herr Investment Group
Authentic, Inc
Uhy Advisors Mi, Inc
Doeren Mayhew, Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Okkerse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Herr Investment Group LLC
Commerce Township, MI
Austin, TX
Round Lake, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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