MK
CFP
MK
CFP

Michelle Konstantarakis

20 Years of Experience
Las Vegas, NV

Michelle Konstantarakis is a CFP-designated registered investment advisor at The Investment Counsel Company, based in Las Vegas, NV, with 20 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 338 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
338 clients
Average Client Portfolio
$5.4M average
Assets Under Management
$1.8B

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

10000 W. Charleston Blvd., Suite 280, Las Vegas, NV, 89135

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
The Investment Counsel Company
September 2005 - Present · 20 yrs 7 mos
State Registrations2 states
NVTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michelle Konstantarakis - Financial Advisor | TrueAdvisor