Steele Investment Counsel (SIC) is an independent investment advisory firm offering investment supervisory services. While SIC primarily charges a percentage of assets under management, it may also provide wealth planning and advice on non-security matters, potentially charging a negotiated fee for these additional services. SIC offers advice on various investments, including equities, ETFs, and debt securities, and can customize services to individual client needs.
Assets Under Management$83M
Clients50
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees negotiable above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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