Kevin Clark is a registered investment advisor at West Michigan Advisors, based in Holland, MI, with 43 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,378 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tamarisk Financial's investment management fees range from 0.25% to 2.50% of your portfolio's value annually, depending on the services offered, complexity, amount invested, and overall relationship. Fees are paid quarterly in advance, based on the portfolio value at the end of the previous quarter. Fees may be negotiable.
Location
301 Hoover Blvd., Suite 300, Holland, MI, 49423
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Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
Kevin is a partner in Zichterman & Clark, LLC, receiving rental income from a real estate investment, but spends minimal time on it. He is also the author of a book, "The Great Economic Train Wreck", and a financial partner in C-4 Investors LLC, with no day-to-day responsibilities for either activity.
Employment History
Current Registrations
West Michigan Advisors
Previous Registrations
Cantella & CO., INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Raffensperger, Hughes & CO., INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.