Shane Ailes is a registered investment advisor at West Michigan Advisors, based in Holland, MI, with 29 years of industry experience. Shane 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shane sells various lines of non-securities insurance products and fixed annuities, dedicating minimal time to this activity. He is also the Vice President of Rolling Oaks Condominium Association, spending minimal time on association matters.
Employment History
Current Registrations
West Michigan Advisors
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, INC.Broker
The Huntington Investment CompanyBroker
Fmb Investment ServicesBroker
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.