Ades Investment Counsel, Inc. is a registered investment advisor based in Los Angeles, California, founded by Robert I. Ades in 2005. The firm provides continuous investment management and financial planning services to individuals, high-net-worth individuals, trusts, retirement plan participants, and businesses. Ades Investment Counsel uses low-cost passive investment strategies, primarily utilizing mutual funds from Dimensional Fund Advisors alongside exchange-traded funds, to build diversified portfolios tailored to each client's goals and risk tolerance. The firm operates under a legal obligation to act in your best interest when providing retirement advice. In addition to portfolio management, Ades Investment Counsel offers financial consulting and customized financial planning services covering retirement, tax strategies, and estate planning.
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.