Jacqueline Antone
Jacqueline Antone is a registered investment advisor at West Michigan Advisors, based in Holland, MI, with 33 years of industry experience. Jacqueline 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
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2005Customer Dispute
April 2005Customer Dispute
September 2004Customer Dispute
April 2002Other Business Activities
Jacqueline is involved with OKL LLC, dedicating about a third of her time. This activity is investment-related.
Employment History
Current Registrations
West Michigan Advisors
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Morgan Stanley Dw INC.Broker
Fifth Third/the Ohio CompanyBroker
Gna Securities, INC.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.