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Daniel Herrema

Woodstock Wealth Management, INC.
23 Years of Experience
Stuart, FL
Sells Insurance
View SEC Summary
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Daniel Herrema is a registered investment advisor at Woodstock Wealth Management, INC., based in Stuart, FL, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M in assets under management.

Woodstock Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,586 clients
Average Client Portfolio
$458K average
Assets Under Management
$726.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Stuart, FL

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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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Other Business ActivitiesSells Insurance

Daniel owns Diverd LLC, offering charter services and commercial fishing, dedicating about 10-20% of his time, with a portion during trading hours. He is also a sole proprietor selling non-securities insurance, including life, health, and long-term care insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Woodstock Financial Group, INC.
March 2006 - November 2018 · 12 yrs 8 mos
Raymond James Financial Services
April 2003 - February 2006 · 2 yrs 10 mos
State Registrations2 states
FLNC
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.
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