Kaileigh Eddy is a registered investment advisor at Db & C Advisors, LLC, based in Holland, MI, with 26 years of industry experience. Kaileigh 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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Kaileigh is a CPA and Senior Manager at DeBoer, Baumann & Company, PLC, a full-service CPA firm, taking about half of her time. She also manages an investment rental property, dedicating minimal time to it.
Employment History
Current Registrations
Db & C Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
Cetera Financial Specialists LLCBroker
Cambridge Investment Research, INC.Broker
Genworth Financial Securities CorporationBroker
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.