WESSEL INVESTMENT COUNSEL, L.L.C.
At WESSEL INVESTMENT COUNSEL, L.L.C., we offer expert financial services to our clients. With a dedicated team of experienced advisors, we help our clients make informed decisions and achieve their financial goals. With transparency, integrity, and trust at the core of our values, we act as a reliable partner for our clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment advice
- Offers market analysis and recommendations for investment opportunities
- Assists in managing risk and diversifying portfolios
- Helps clients achieve their short-term and long-term financial goals
- Regularly monitors and adjusts investment strategies to align with client objectives
Facts and Insights
Founded in 1995, WESSEL INVESTMENT COUNSEL, L.L.C. has been serving clients for over two decades. Our team has a collective experience of over 50 years in the financial industry, making us a trusted and knowledgeable resource for our clients. With a client-centric approach, we strive to continuously educate ourselves and stay updated with the latest market trends and regulations to provide the best services to our clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 3 | 25 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Solutions
Client Types
- Individuals and families seeking financial guidance and planning
- Retirees and pre-retirees
- Business owners and entrepreneurs
- Trusts and estates
- Non-profit organizations
Fees & Compensation
WESSEL INVESTMENT COUNSEL, L.L.C. charges fees based on a percentage of assets under management, removing any potential conflicts of interest. Our clients have a clear understanding of our compensation structure, and we believe in providing transparent and fair services.
Background
WESSEL INVESTMENT COUNSEL, L.L.C. was founded by John Wessel in 1995. As the President and CEO, John brings over 30 years of experience in the financial industry. The company has received numerous accolades and recognition for their outstanding services, including being named as a Forbes Best-In-State Wealth Advisor in 2020.
Financial Advisor Disclosures to Know
As a registered investment advisor, WESSEL INVESTMENT COUNSEL, L.L.C. is required to disclose any potential conflicts of interest to their clients. Our team is committed to providing transparent services to our clients and adhering to the highest ethical standards.