Tamarisk Financial offers customized investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses through its operating names West Michigan Advisors and Tamarisk Family Office. Tamarisk Financial constructs portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, taking a long-term approach tailored to each client's goals and risk tolerance. The firm also provides retirement plan consulting for employers and research services for other investment advisors. Tamarisk Financial is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Investment advisory fees range from 0.25% to 2.50% based on factors such as services offered, complexity, and total assets managed. Fees are negotiable.