West Michigan Advisors

Financial Advisor in Holland, MI

Firm Info
Address: 320 120th Ave, Holland, MI 49424, USA
Phone: (616) 820-1040

Firm Size
Assets Under Management: $285.8 million
# of Advisors: 7
# of Clients: 1,653
Client to Advisor Ratio: 236:1
Average Account Size: $172,874
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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West Michigan Advisors, LLC Overview

West Michigan Advisors, LLC is a fee-only registered investment advisory firm that is based in the charming city of Holland, Michigan. The firm has been in business since 2021 and offers a range of financial services to both individuals and small businesses. Their approach to investment advisory is a fee-only arrangement, which ensures clients are receiving transparent and unbiased advice. As an insurance broker/agent that provides investment advice, West Michigan Advisors has an advantage in the industry as they can provide a more well-rounded perspective to their clients, and offer insurance and investment solutions that can be tailored to their specific needs. The firm's headquarters are located in Holland, Michigan, where they work tirelessly to help their clients achieve their financial goals. The services offered by West Michigan Advisors, LLC include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Besides these offerings, the firm also assists clients in the selection of other advisors to ensure that their clients receive comprehensive financial advice that meets all their requirements and expectations. West Michigan Advisors, LLC is a young firm with a passion for providing its clients with personalized, trusted advice. They take the time to understand each client's unique financial situation, and their fee-only arrangement means that their only incentive is to help their clients reach their financial goals.

WEST MICHIGAN ADVISORS, LLC serves a broad range of clients from individuals to high net worth individuals, charitable organizations, and various other corporation types not listed. They have a diverse clientele, and they tailor their services to meet the specific needs of each client. They provide customized solutions to help clients achieve their financial goals, manage risk and improve investment outcomes. The firm's advisors take a holistic approach to wealth management, helping clients navigate complex financial landscapes by providing sound advice and innovative strategies. When it comes to fee structures, WEST MICHIGAN ADVISORS, LLC offers clients flexibility in choosing the right fee structure that suits their needs. They offer percentage of AUM, hourly, and fixed fees, depending on the service provided. Percentage of assets under management (AUM) means the advisor charges a fee based on the percentage of the client's investment portfolio managed by the advisor. Hourly fees are charged for specific services and tasks, such as investment planning, estate planning, and tax planning. Fixed fees, on the other hand, are charged for comprehensive financial planning and investment management services. Clients can choose a fee structure that works best for them, or a combination of fee structures, depending on their financial goals and needs. By offering flexible fee structures, WEST MICHIGAN ADVISORS, LLC ensures that clients have access to high-quality advice without breaking the bank.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in their Part 2 Brochure, WEST MICHIGAN ADVISORS, LLC does not impose a minimum account or relationship size. Therefore, their investment minimum is blank.

How This Office Can Help Holland, MI Residents

West Michigan Advisors is a trusted financial advisor in Holland, MI, offering clients personalized financial planning services. Holland residents may be facing various financial issues such as planning for retirement, investment planning, tax planning, estate planning, and risk management. The team of advisors at West Michigan Advisors works closely with each client, understanding their individual financial goals, objectives, and challenges. They provide comprehensive financial planning solutions that help clients effectively manage their finances, build wealth, and achieve financial security for themselves and their families. West Michigan Advisors offers services such as fee-only financial planning, investment management, retirement planning, and tax planning. They provide personalized strategies tailored to clients' individual goals and needs. With their extensive knowledge and experience in financial planning, West Michigan Advisors helps clients navigate complex financial situations and create a solid plan for their financial future. Whether it's building wealth, managing debt, or planning for retirement, West Michigan Advisors provides a comprehensive and customized approach to help clients achieve their financial goals.

To view the Minimum Investment and Fee Schedule for West Michigan Advisors, LLC, visit their Part 2 Brochure.

Services Offered by West Michigan Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by West Michigan Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 320 120th Ave, Holland, MI 49424, USA
Phone (616) 820-1040
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

West Michigan Advisors, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Illinois
  • Indiana
  • Michigan
  • Ohio
  • Texas

Disciplinary History

West Michigan Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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