Jonathon Coffey is a registered investment advisor at Db & C Advisors, LLC, based in Holland, MI. Jonathon 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.
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Jonathon is a partner at De Boer, Baumann & Company, PLC, an accounting firm affiliated with the investment advisor, spending more than half of his time there during trading hours. He is also a partner in DB & C Investment Services and DB & C Solar, dedicating minimal time to each.
Employment History
Current Registrations
Db & C Advisors, LLC
State Registrations1 state
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