Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are subject to negotiation at Sigma's discretion. If the minimum fee of $10,000 is charged, it may be higher than the stated schedule.
Fee Estimator
Sigma Investment Counselors charges an annual fee for wealth management services based on assets under management. The minimum annual fee is $10,000. The minimum account size is $1,000,000, but exceptions may be made. Fees are negotiable at Sigma's discretion. Fees are typically charged quarterly, in advance, based on quarter-end values. Clients also pay brokerage commissions, transaction fees, custodial fees, and internal management fees for mutual funds and ETFs.
Areas of Practice
Advisor Information
Office location
186 E. Main St., Suite 200, Northville, MI, 48167
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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