Daniel Herrema
Daniel Herrema is a registered investment advisor at Woodstock Wealth Management, INC., based in Stuart, FL, with 22 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, Investment Management, and 1 more. Their firm serves 1,538 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
Location
Stuart, FL
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Regulatory History
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.
Learn about disclosures →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.
Previous Registrations
Woodstock Financial Group, INC.
Raymond James Financial Services
State Registrations2 states
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