Randy Garcia is a registered investment advisor at The Investment Counsel Company, based in Las Vegas, NV, with 32 years of industry experience. Randy 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.
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Learn about disclosures →Employment History
Current Registrations
The Investment Counsel Company
State Registrations3 states
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