Firm
Sigma Investment Counselors
Northville, Michigan
Fee-only
Facts
| Based in | Northville, Michigan |
|---|---|
| Website | sigmainvestments.com |
| [email protected] | |
| Phone | (248) 223-0122 |
Sigma Investment Counselors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"1.0% annually on the first $2,000,000" source
"A minimum of $1 million of assets under management is required for Sigma’s wealth management services." source
"Sigma’s clients are billed quarterly and based upon the value of the assets that Sigma manages directly." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $2.2 billion |
| Individual clients | 261 |
| Financial planning | Offered |
| Form ADV filed | April 8, 2026 |
| SEC record | CRD 104754 |