The Investment Counsel Company of Nevada provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm builds portfolios primarily using individual stocks, bonds, mutual funds, exchange-traded funds, and independent managers. In addition to investment management, the firm offers stand-alone consulting services on an hourly fee basis, covering investment and non-investment related matters. The firm emphasizes a long-term approach to investing and evaluates clients based on four investment objectives: conservative, moderate, growth, and aggressive growth. Clients can also request specific socially responsible investing strategies or place reasonable restrictions on the firm's management authority.
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.