NEO Investment Counsel, LLC (NICL) offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. NICL creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a suitable portfolio. NICL generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds, although NICL primarily recommends large cap equities.
Assets Under Management$71M
Clients22
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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