What We Do

From the outset, we work with our clients to establish goals and determine how we should structure our relationship:

Assets Under Management

Most of our clients opt for accounts in which we actively manage their portfolio for an annual fee. This fee includes the initial assessment, setup, management and continuous monitoring of investments.

Hourly

Some clients prefer to handle their own investments and rely on us primarily for financial planning or routine check-ups on their investments. During these consultations, we provide advice on financial concerns, including, but not limited to investments, taxes, insurance, retirement and estate planning.

Independent Custodian

It is important for an investment advisor to have an independent custodian. This ensures that clients receive independently prepared reports and statements, and provides a means of holding the advisor accountable.

TD Ameritrade Institutional is the primary custodian for Wierenga Asset Management. They custody our managed accounts, execute our trades, and prepare monthly statements for our clients. Also, clients can view their accounts online through the TD Ameritrade website.

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