Doyle Investment Services DBA MD Investment Advisors
Serving our clients since 1999
ADV Brochure
6470 Seagull Drive, #307
Bradenton, FL 34210
(941) 792-9198
This Brochure provides information about the qualifications and business practices of MD
Investment Advisors. If you have any questions about the contents of this Brochure, please
contact us (941) 792-9198 or by email at: dis@tampabay.rr.com
The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. MD Investment Advisors is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. The oral and written communications of an Adviser provide you with information about which you determine to hire or retain an Adviser.
Additional information about MD Investment Advisors also is available on the SEC's website at www.adviserinfo.sec.gov .
Currently, our Brochure may be accessed on our website: www.mdinvestmentadvisors.com.
Additionally, paper copies may be requested by contacting Matthew Doyle, President of MD Investment Advisors at (941) 792-9198 or by email at: dis@tampabay.rr.com.
Material changes relate to MD Investment Advisors' policies, practices, or conflicts of interests only.
-ADVISORY BUSINESS
Matthew Doyle, principal owner of MD Investment Advisors, provides investment supervisory services. Investment advice is furnished through consultations, i.e., one on one meeting with the customer, both scheduled and/or unscheduled. During meetings client needs will be determined and a particular investment style can be customized. Any client may impose restrictions on investing in certain types of investments.
MD Investment Advisors became licensed as an investment adviser by the state of Florida in December of 1999. Matthew Doyle is President of the firm. He has over 20 years in the business and a Series 24 Branch Manager. As a Series Seven Registered Representative, Matthew Doyle has sold stocks, bonds, mutual funds, options, and other various financial products to customers, since 1983.
Matthew Doyle, MD Investment Advisors, manages customer accounts and determines the investments suited per account. Various types of investment will include but are not limited to the following:
1) exchange-listed securities
2) securities traded over the counter
3) variable annuities
A. corporate debt securities (other than commercial paper)
B. municipal securities
C. investment company securities:
1) exchange traded funds
2) mutual fund shares
D. United States government securities
E. options contracts on:
1) exchange traded and over the counter securities
MD Investment Advisors uses computer-generated charts, graphs, or other formulas, such as price to earnings ratios to help determine which investments are best at a given time.
Based on the account values listed on customer statements as of March 2023, MD Investment Advisors manages $30,967,652 of invested assets, of which $19,537,652 is managed on a discretionary basis, and the remaining $11,430,000 is managed on a non-discretionary basis.
FEES AND COMPENSATION
Fee Schedule
The following are the fees charged by MD Investment Advisors for services provided:
Total Assets Under Management |
Annual Fee |
|---|---|
$1 - $100,000 |
2.25% |
$100,001 - $200,000 |
2.00% |
$200,001 - $300,000 |
1.75% |
$300,001 - $400,000 |
1.50% |
$400,001 - $500,000 |
1.25% |
Above $500,000 |
1.00% |