Bernadette Mashas is a registered investment advisor at The Investment Counsel Company, based in Las Vegas, NV, with 3 years of industry experience. Bernadette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 410 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.40% |
| $50M+ | 0.25% |
For accounts under $1,000,000, the fee is 1.50% up to $667,000, and $2,500 quarterly for $667,001 to $999,999. The firm may charge a lesser fee or reduce minimums based on criteria such as anticipated future earnings or asset size.
Fee Estimator
Location
10000 W. Charleston Blvd., Suite 280, Las Vegas, NV, 89135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Investment Counsel Company
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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