Robert Ades is a registered investment advisor at Ades Investment Counsel, INC., based in Los Angeles, CA, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 33 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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% |
Fees may be negotiable. Certain clients may have a different fee structure depending on the services provided, when they became a client, or their relationship to the firm.
Fee Estimator
Location
11835 W. Olympic Blvd., Suite 705E, Los Angeles, CA, 90064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a trustee of various family trusts. He also founded Robert Ades Accountancy Corp., a CPA firm, in 1991, and is a trustee of the firm's profit sharing trust.
Employment History
Current Registrations
Ades Investment Counsel, INC.
Previous Registrations
Financial West Investment Group, INC.
State Registrations1 state
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