West Michigan Advisors, LLC

Tamarisk Financial, LLC, operating as West Michigan Advisors and Tamarisk Family Office, is a registered investment advisor established in December 2020. The firm offers investment advisory services to individuals, high net worth individuals, family offices, trusts, estates, charitable organizations, and businesses, acting as a fiduciary. Their investment management services include personalized portfolio construction using various investment vehicles, with a focus on long-term strategies. Tamarisk also provides financial planning services covering areas such as investment, retirement, estate planning, and more. The firm does not charge performance-based fees and does not engage in wrap fee programs. For investment management services, fees range from 0.25% to 2.50% based on factors like services offered and the client's assets. Financial planning services are typically included in wealth management engagements or offered at an hourly rate or fixed fee. Tamarisk also offers retirement plan advisory services with fees based on assets under management. The firm does not participate in soft dollar programs and does not receive compensation for recommending brokerage accounts. Tamarisk has custody of client funds for fee deduction purposes and has discretion over client investments. Clients receive quarterly brokerage statements directly from the custodian. The firm has no adverse financial situations that would impact client obligations. Tamarisk does not accept proxy-voting responsibility for clients.