Sigma Investment Counselors
Assets Under Management
$1.9B
Number of Clients
793
Number of Advisors
11
Average Client AUM
$2.5M
AUM per Advisor
$177.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sigma Investment Counselors provides wealth management services, building and maintaining financial roadmaps for clients. Services include retirement planning, portfolio management, tax and estate planning, and insurance recommendations. They manage advisory accounts with investment discretion, tailoring portfolios to individual client needs and risk tolerance.
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. Minimum fee of $10,000 annually.
Fee Estimator
The annual fee for wealth management services is a minimum of 1% of assets under management, with a minimum annual fee of $10,000. A minimum of $1,000,000 of assets under management is required for this service, though exceptions may be made. The fee schedule is 1% on the first $2,000,000, 0.60% on the next $3,000,000, and 0.50% above $5,000,000. Fees are subject to negotiation at Sigma's discretion. Fees are typically charged quarterly, in advance, based on quarter-end values.
Areas of Practice
Location
186 E Main Street, Suite 200, Northville, MI, 48167