JW
JW

John Wierenga

22 Years of Experience
Grandville, MI

John Wierenga is a registered investment advisor at Stewardship Trust Advisors, based in Grandville, MI, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 252 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
252 clients
Average Client Portfolio
$974K average
Assets Under Management
$245.4M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)

STA's investment management fees are based on a percentage of the value of your portfolio or a flat fee, ranging from 0.5% to 1.5% annually. Fees are negotiable depending on the size and complexity of your account. Fees are deducted from your account quarterly. Some clients may pay legacy fees that differ from the standard fee schedule.

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Location

3411 Wilson Avenue Sw, Grandville, MI, 49418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stewardship Trust Advisors
April 2003 - Present · 23 yrs
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.