WESSEL INVESTMENT COUNSEL, L.L.C.

Overview

Wessel Investment Counsel, L.L.C. is an independent registered investment adviser organized as a limited liability company that serves individual and family clients with a mix of financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under a fee model that includes a percentage of assets under management and can also bill hourly or via fixed fees depending on the engagement. Investment activity tilts toward publicly available pooled funds and separately managed approaches, with most client portfolios run on a discretionary basis. The adviser is not identified as an active ESG investor and does not present itself as a pension consultant or multi-state adviser. Alongside core public-market allocations, the firm uses external managers and specialist vehicles to gain exposure to alternative strategies such as hedge funds, real estate, commodities and energy (oil & gas).

Assets & Accounts

Investments & Alternatives

Location & Offices