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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Investment advisory fees range from 0.25% to 2.50% based on factors such as services offered, complexity, and total assets managed. Fees are negotiable.
Fee Estimator
Location
301 Hoover Blvd., Suite 300, Holland, MI, 49423
Get directionsHistory
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.
Exams
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