Sigma Investment Counselors offers wealth management services to individuals, high net worth individuals, trusts, estates, and corporate plans. Sigma creates personalized investment plans based on client risk tolerance and financial goals. Sigma manages investments with discretion, meaning they can make trades without asking you first. Sigma's services include retirement planning, portfolio management, tax and estate planning, and insurance recommendations.
Assets Under Management$2.2B
Clients775
Advisors11
Avg. per Client$2.8M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. A minimum fee of $10,000 annually is charged, which may be higher than the stated schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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