Robert Ades is a registered investment advisor at Ades Investment Counsel, INC., based in Los Angeles, CA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 33 clients with $83M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.40% |
Related client accounts may be aggregated for fee calculation purposes. Fees are negotiable under certain circumstances.
Fee Estimator
Location
11835 W. Olympic Blvd., Suite 705E, Los Angeles, CA, 90064
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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 →Other Business Activities
Robert is a trustee of various family trusts. He also founded Robert Ades Accountancy Corp., a CPA firm, in 1991, and is a trustee of the firm's profit sharing trust.
Employment History
Current Registrations
Ades Investment Counsel, INC.
Previous Registrations
Financial West Investment Group, INC.
State Registrations1 state
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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