Ades Investment Counsel (AIC) offers investment advice and financial planning services. AIC creates personalized investment strategies based on your goals and risk tolerance, typically using low-cost, passively managed mutual funds. AIC also offers financial consulting services on an hourly or flat-fee basis. AIC may refer clients to other professionals, such as insurance agents or attorneys.
Assets Under Management$83M
Clients33
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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