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
Sigma Investment Counselors offers 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.
| 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.
186 E Main Street, Suite 200, Northville, MI, 48167