Overview
Assets Under Management: $109 million
High-Net-Worth Clients: 14
Average Client Assets: $5.4 million
Frequently Asked Questions
COUNSEL FIDUCIARY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139948), COUNSEL FIDUCIARY, LLC is subject to fiduciary duty under federal law.
COUNSEL FIDUCIARY, LLC serves 14 high-net-worth clients according to their SEC filing dated February 02, 2024. View client details ↓
According to their SEC Form ADV, COUNSEL FIDUCIARY, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COUNSEL FIDUCIARY, LLC manages $109 million in client assets according to their SEC filing dated February 02, 2024.
According to their SEC Form ADV, COUNSEL FIDUCIARY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.81%
Average Client Assets: $5.4 million
Total Client Accounts: 267
Discretionary Accounts: 266
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 139948
Filing ID: 1812086
Last Filing Date: 2024-02-02 12:31:00