Toepel Investment Counsel, INC.

Fee-Only (% of Portfolio)

Toepel Investment Counsel manages investment portfolios for trusts, retirement plans, individuals, and corporations. They offer both discretionary and non-discretionary advisory services. Toepel Investment Counsel considers various asset classes, including stocks, bonds, and inflation hedges, and aims to maximize after-tax, after-inflation investment returns while minimizing costs. They do not provide legal, accounting, or other professional services.

Assets Under Management$48M
Clients43
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$48M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.80%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm