Toepel Investment Counsel manages investment portfolios for trusts, retirement plans, individuals, and corporations. They offer both discretionary and non-discretionary advisory services. Toepel Investment Counsel considers various asset classes, including stocks, bonds, and inflation hedges, and aims to maximize after-tax, after-inflation investment returns while minimizing costs. They do not provide legal, accounting, or other professional services.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are negotiable.