Heather Mosher is a registered investment advisor at West Michigan Advisors, based in Holland, MI, with 17 years of industry experience. Heather 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 Activities
Heather owns farmland in Holland, MI, which she leases to a local farmer. She also creates and edits videos for a YouTube channel, dedicating a few hours per week to this activity.
Employment History
Current Registrations
West Michigan Advisors
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B Hilliard, W.L. Lyons, LLCBroker
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.