Professional Investment Counsel (PIC) focuses on portfolio management and ongoing advice for stocks and bonds. PIC invests in higher-quality, large-cap stocks that pay dividends and are listed on U.S. exchanges, and may also invest in fixed-income securities. PIC tailors portfolios to meet individual client needs and objectives, using a "top-down" macroeconomic approach. PIC does not advise on insurance, real estate, or personal financial planning matters, recommending clients seek advice from qualified professionals in those areas.
Assets Under Management$43M
Clients81
Advisors2
Avg. per Client$530K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Management fees on portfolios above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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