Walstad Investment Counsel, INC.
Assets Under Management
$75.1M
Number of Clients
21
Number of Advisors
1
Avg. Portfolio per Client
$3.6M
Avg. Managed per Advisor
$75.1M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Walstad Investment Counsel (WIC) primarily manages equity and balanced portfolios for both taxable and non-taxable accounts. WIC provides advice on equity securities, municipal securities, U.S. government securities, certificates of deposit, corporate debt securities, commercial paper, and mutual fund shares. Investment advice is limited to these types of securities, in combination with asset allocation of these securities, to reach our clients objectives. Portfolios are tailored to client needs and risk preferences with asset allocation between equities, fixed income, and cash reserves.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees may be negotiable under certain circumstances, such as a substantially larger than average account, a family group of accounts, or a portfolio with a large concentration in one security.
Fee Estimator
Areas of Practice
Location
1470 East Valley Road, Suite A-1, Santa Barbara, CA, 93108