West Michigan Advisors

RIASEC RegisteredEst. 2021

Total AUM

$781M

Discretionary

$781M

100% of AUM

Avg account

$261K

Accounts

2,993

Employees

Advisory reps

Firm details

Headquarters: Holland, Michigan
CRD number: 312073
Registered since: January 21, 2021
Website: westmichiganadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: HNWI63.93%
Individuals35.63%
Charitable Organizations0.44%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

West Michigan Advisors is an independent, SEC-registered registered investment adviser organized as an LLC. The firm focuses on individual and family clients and acts as a capital allocator, combining fee models that include AUM-based fees as well as hourly, subscription and fixed-fee arrangements. Its service mix extends beyond portfolio management to financial planning, selection of other advisers, pension consulting support, and publication of periodicals or newsletters. The firm also operates as an insurance broker. The adviser does not present itself as an active ESG investor and is not registered as a multi-state or related adviser in the source data. West Michigan Advisors was registered with the SEC in 2021 and identifies its owner type as a mix of domestic entity and individual ownership.