Sigma Investment Counselors Fees & Minimum

Overview

Headquarters: Northville, MI
Total Firm Assets: $2.2 billion
Average High-Net-Worth Client Portfolio Size: $4.0 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: ADV PART 2A (2026-01-28) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$5,000,000	0.60%
$5,000,001	and above	0.50%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$38,000	0.76%
$10 million	$63,000	0.63%
$50 million	$263,000	0.53%
$100 million	$513,000	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 93.70%
Number of High-Net-Worth Clients: 514
Total Client Accounts: 2,837
Discretionary Accounts: 2,837

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 104754

ADV PART 2A (2026-01-28) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Sigma Investment Counselors disclose?

Is Sigma Investment Counselors a fiduciary?

Where is Sigma Investment Counselors located?

How many clients does Sigma Investment Counselors have?

What services does Sigma Investment Counselors offer?

How much does Sigma Investment Counselors manage?

What types of clients does Sigma Investment Counselors serve?