SFE Investment Counsel provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional investors. SFE emphasizes continuous account supervision with some financial planning and consultations. SFE's investment philosophy is based on asset allocation, adjusting equities, fixed income, and cash positions to meet client objectives. They focus on quality and value companies for equity investments and use US government and agency securities, corporate bonds, and municipal bonds for fixed income.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.3M | 1.75% |
| $1.3M - $3.3M | 1.50% |
| $3.3M - $8.3M | 1.25% |
| $8.3M+ | 1.00% |
Fees are negotiable. For dual-contract relationships, the annual rate is 0.50%, subject to a minimum annual fee of $500. This fee is also negotiable in select circumstances.