What makes WMA different from other financial advisors?

Put simply, our advisors. We boast bright minds and seasoned professionals, all united by a desire to see our clients enjoy every season of life. Sure there might be other firms around, but meet with us and we know you’ll see the difference.

Is West Michigan Advisors a fiduciary?

Yes, we are proud to be a fiduciary. That means we are legally and ethically bound to act in your best interest. 

Are you fee-based or fee-only?

We are a fee-based team. That means we are compensated through a mix of flat fees, percentage of assets under management, and commissions. The benefit of this model is that it allows us to offer the widest range of services, working towards a holistic financial plan.

What investment solutions do you offer?

We offer alternative investments, separately managed and unified managed accounts, managed discretionary accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Will I work with one advisor or the whole team?

While one advisor will serve as your primary contact, you get the benefit of our entire team working with you. We collaborate regularly to provide the best services for all of our clients.

Is there an asset minimum needed to work with you?

We don’t currently have a minimum requirement to engage in our services however the services we provide may vary based on the amount of investable assets.  If you want to see if West Michigan Advisors is a good fit for you, start by scheduling a call with one of our advisors.