Long Road Investment Counsel provides investment management services, making investment decisions for clients without needing prior approval for each trade. They tailor their services to each client's needs, considering their financial goals, risk tolerance, and time horizon. They primarily invest in equity securities of domestic, international, and global companies, as well as corporate debt, municipal securities, mutual funds, and U.S. government securities.
Assets Under Management$320M
Clients35
Advisors2
Avg. per Client$9M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based on account size or complexity. For clients coming from the advisor's previous firm, Long Road Investment Counsel will match the advisory fees being charged at that firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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