Platt Investment Counsel (PIC) is a registered investment advisor that manages investment portfolios for individuals, trusts, estates, charitable organizations, and businesses. PIC uses a model portfolio approach, meaning that client portfolios are managed based on the PIC Core Model portfolio's goal, rather than on each client's individual needs. PIC primarily invests in exchange traded funds and no-load mutual funds, with some individual equity and debt securities possible only as client legacy holdings or one-off agreements. PIC does not vote proxies on behalf of clients.
Assets Under Management$150M
Clients145
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.70% |
| $2.0M - $4.0M | 0.55% |
| $4M+ | 0.45% |
Advisory fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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