How We Operate
Assets Under Management
As investment advisers we manage client accounts for a percentage of the assets under our management. The annual fee ranges from half of one percent (1/2%) to two percent (2%), depending on the size and complexity of the account. The fee is paid quarterly. If a client wishes to terminate our association, they can do so at any time.
Any pre-paid fees will be refunded on a pro-rated basis. Additionally, we may select and monitor other money managers, registered in Michigan, on behalf of our clients. When we do so, the selected money managers pay us a portion of the fees paid to them. The client does not pay us directly for this service
Financial Planning
As financial planners, we charge $150 per hour for consultations. We deliver solid advice on financial concerns, including, but not limited to investments, taxes, insurance, retirement and estate planning. The client is the sole determinate of how many hours of financial counseling are needed; they can terminate at any time.
Clients are free to select any broker they desire for implementation of our advice. We can also recommend a broker based on cost, skill, reputation, dependability and compatibility with the client.
Investing in Ideals
When individuals or organizations invest money into companies, either directly or through a mutual fund, they become owners of those companies. Some of our clients have chosen to prioritize their investments based on companies or funds that do not conflict with their own personal values or belief systems. As an independent RIA firm, we can use both our own research and independent reports to select from a wide range of securities, in order to tailor investments to each client’s portfolio and priorities.
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The Wierenga Asset NO SPAM Guarantee: We will not sell or rent your name or contact information to any 3rd party.