Entrar Registro gratuito

Wessel Investment Counsel, L.L.C. (Asheville)


Wessel Investment Counsel, L.L.C. is an adviser based in Asheville. It manages $41.35 million of regulatory assets for 181 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of North Carolina.

Logo

Wessel Investment Counsel, L.L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wessel Investment Counsel, L.L.C: assets under management

The assets under management (AUM) of Wessel Investment Counsel, L.L.C. is $41.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wessel Investment Counsel, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Asheville

The principal office where Wessel Investment Counsel, L.L.C. performs its advisory services is located at 22 South Pack Square, Asheville, NC 28801 3500, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 828-232-2000 or by fax 828-232-2098. The normal business hours are 9:30 a.m. - 4:00 p.m. (eastern) on Monday - Friday. You can find more information about the New York firm at www.wesselinvestment.com.


Registered investment advisers similar to Wessel Investment Counsel, L.L.C.