Dwight Investment Counsel offers personalized financial advice and manages investment portfolios for individuals, families, business entities, and trusts. They tailor their services to each client's financial goals, risk tolerance, and tax situation. Dwight Investment Counsel focuses on long-term wealth preservation and growth, primarily using fundamental analysis to select investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees may be negotiable depending on client type, pre-existing relationships, total assets, and service requirements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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