Douglas Plamondon is a registered investment advisor at Db & C Advisors, LLC, based in Holland, MI, with 15 years of industry experience. Douglas 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.
Learn about disclosures →Other Business Activities
Douglas is involved in tax preparation, accounting, and CPA services through DeBoer, Baumann & Company PLC since 2009. This activity is not investment-related.
Employment History
Current Registrations
Db & C Advisors, LLC
Previous Registrations
LPL Financial LLC
Spn Financial Services, LLC
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.