Advisor at West Michigan Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
West Michigan Advisors
Location
Holland, MI 49423
Credentials
Series 63, Series 65
Industry experience
26 years
Based on West Michigan Advisors
Based on West Michigan Advisors
Fixed fees for financial planning and family office services, negotiable based on engagement
$0+: 0.25% to 2.50% annually (tiered, negotiable based on services and assets) $0+: Up to 2.50% annually for retirement plan advisory services (tiered, negotiable) $0+: 0.25% to 1.5% of assets under advisement for Family Office Services (tiered, negotiable)
Certain advisory persons are registered representatives earning commissions separately through Level Four Financial, LLC; also insurance commissions received
Starting at $250/hour for financial planning and family office services
Family office retainer fees generally range from $10,000 to $500,000 annually (fixed fee basis)
Fee-only: Hourly rate starting at $250/hour; fixed fees also offered (negotiable)
301 Hoover Blvd., Suite 300
Holland, MI 49423
Michigan
West Michigan Advisors
2025 - Present (1 year)
N/a
2024 - 2025 (1 year)
Regulus, LLC
2014 - 2024 (10 years)
Regal Investment Advisors
2011 - 2024 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, CFA®, Series 66
Holland, MI
Clearview Capital
Series 63, Series 65
Hudsonville, MI
Cornerstone Asset Management, LLC
Series 65
Holland, MI
Bowen Financial Planning LLC
Series 65, Series 66
Holland, MI
Lamberson Knight Wealth Management LLC
Series 66
Holland, MI
Magna Advisors
Series 65
Holland, MI
Branch Capital Management
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