Sigma Investment Counselors
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Overview
Sigma Investment Counselors is a financial advisory firm located in Northville, Michigan. The firm manages $1.5 billion in total assets across 759 client accounts, placing it among the largest firms in the country by assets under management (AUM). It has a small team, including 10 financial advisors. Sigma Investment Counselors does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as options, bonds and equities.
Sigma Investment Counselors manages all of its accounts on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by a portfolio manager without needing the client's consent. The advisory firm's typical account size is $2.0 million. The typical financial advisor at Sigma Investment Counselors administers about 76 client accounts.
The firm's headquarters is located at 186 E Main Street, Northville, Michigan 48167. The firm is permitted to serve investors throughout 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sigma Investment Counselors by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.5 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
19
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
759
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$2.0 million
Products and Services
Sigma Investment Counselors offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the past fiscal year, Sigma Investment Counselors provided 500 of its clients with financial planning services. The company is not engaged in selling products or offering services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually vary depending on which services are offered. However, fees billed by the firm most likely are comprised of some combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Sigma Investment Counselors.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors and high net worth investors. Out of its 759 accounts, Sigma Investment Counselors's largest client is high net worth investors, though it also caters to 417 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 54.94%
- Other Individuals - 45.06%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sigma Investment Counselors does not have any disclosures.
Please visit its Form ADV for more details.
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