Tamarisk Financial, operating as West Michigan Advisors and Tamarisk Family Office, offers investment management and financial planning services. They work with individuals, high net worth individuals, family offices, trusts, estates, charitable organizations, and businesses. Tamarisk creates customized investment strategies based on client goals, risk tolerance, and financial situations, using ETFs, mutual funds, individual equities, and bonds. They also offer financial planning services, including retirement, estate, and education planning. Tamarisk Family Office provides family office services such as consulting, expense management, and bill pay.
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.