The Investment Counsel Company

Fee-Only (% of Portfolio)Fixed/Hourly

The Investment Counsel Company of Nevada offers investment advisory services, including discretionary and non-discretionary management, on a fee-only basis. They may also provide consulting services for investment and non-investment matters on an hourly fee basis. The firm monitors investments in private investment funds and may recommend unaffiliated independent investment managers. They primarily allocate client assets among individual equities, debt, mutual funds, and exchange-traded funds. The firm does not participate in a wrap fee program.

Assets Under Management$1.8B
Clients338
Advisors8
Avg. per Client$5.4M
Avg. per Advisor$230M

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)

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
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Location

8 Advisors at this firm