Cole Samson is a CFP-designated registered investment advisor at The Investment Counsel Company, based in Las Vegas, NV, with 1 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 338 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Investment Counsel Company of Nevada charges an annual fee based on a percentage of the market value of your portfolio.
For portfolios over $1,000,000:
- First $2 million: 1.00% per year
- Next $3 million: 0.50% per year
- Over $5 million: 0.40% per year
For portfolios under $1,000,000:
- Up to $667,000: 1.50% per year
- $667,001 to $999,999: $2,500 quarterly
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
Previous Registrations
Heritage Financial Services
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.