Long Road Investment Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Long Road Investment Counsel serves individual and high‑net‑worth clients, as well as trusts, estates, and charitable institutions, providing discretionary portfolio management and related investment oversight. The firm manages diversified portfolios that include equities, corporate and municipal debt, mutual funds, and ETFs and charges percentage‑of‑assets advisory fees.
The firm emphasizes fundamental, long‑term, growth‑oriented investing, selecting companies with attractive qualitative and quantitative characteristics and seeking investment‑grade fixed‑income with shorter maturities. It tailors each portfolio through an investment policy statement developed with client input and typically implements those plans on a discretionary basis consistent with clients’ objectives, risk tolerances, tax situation, and liquidity needs.
Notable features for a firm of this size include a relatively large asset base combined with a very small client roster and a two‑advisor team, producing concentrated client relationships and high advisor resources per client. The firm’s principal also participates in a family limited partnership that holds investments similar to client portfolios (the firm discloses that the partnership is family‑only and that the principal does not trade for it), and the firm will sometimes accommodate clients transitioning from the principal’s prior firm by matching their existing advisory arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.8% per year $1,000,001 - $5,000,000: 0.75% per year $5,000,001+: 0.5% per year
Account minimum: $1,000,000 Fee-only: Annual investment management fees billed quarterly in advance based on tiered AUM schedule; no commissions or performance fees.
Main office
107 W. Michigan Ave, Suite 804
Kalamazoo MI 49007-3946
Advisors at this office
2
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Marilee B
Series 65
Kalamazoo, MI
Long Road Investment Counsel, LLC
Marilee Bartl is a financial advisor at Long Road Investment Counsel, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Norris, Perne & French, LLP for six years. Long Road Investment Counsel provides discretionary investment management to individuals, trusts, estates, and charitable institutions, managing approximately $316 million across about three dozen client relationships. The firm employs an active, fundamentally driven, long-term growth strategy focused on equity securities of industry-leading companies and investment-grade fixed income with relatively short maturities.
Charles W
CFA®, Series 65
Kalamazoo, MI
Long Road Investment Counsel, LLC
Charles Wattles is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Long Road Investment Counsel, LLC since 2014. Outside of his advisory role, he serves as a general partner in a family investment partnership that involves security analysis, portfolio management, and administrative duties. Long Road Investment Counsel provides discretionary investment management to individuals, trusts, estates, and charitable institutions, managing approximately $316 million across about three dozen client relationships. The firm employs an active, fundamentally driven approach focused on long-term growth through equity securities of industry leaders and investment-grade fixed income with relatively short maturities.
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