Mark Veenstra is a registered investment advisor at Db & C Advisors, LLC, based in Holland, MI, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 329 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DB & C Advisors charges an annual fee based on a percentage of the value of your investments. The specific percentage (up to 2.25%) depends on the amount you invest, the type of services you need, the time spent on your account, and other factors. This fee does not include brokerage commissions or other transaction fees.
Location
355 Settlers Road, Suite 310, 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.
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Mark spends most of his time at DeBoer Baumann & Co., PLC, an accounting firm. He also has several real estate rental and investment entities, and is a member of DB&C Solar, dedicating minimal time to each.
Employment History
Current Registrations
Db & C Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
1st Global Advisors INC
1st Global Capital CORP.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.