The Investment Counsel Company Fees & Minimum

Overview

Headquarters: Las Vegas, NV
Total Firm Assets: $2.2 billion
Average High-Net-Worth Client Portfolio Size: $5.5 million
Stated Minimum Account Size: $3,000,000

Fee Disclosure

Source: ADV BROCHURE (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.50%
$10,000,001	$50,000,000	0.40%
$50,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$38,000	0.76%
$10 million	$63,000	0.63%
$50 million	$223,000	0.45%
$100 million	$348,000	0.35%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 95.99%
Number of High-Net-Worth Clients: 384
Total Client Accounts: 2,210
Discretionary Accounts: 1,195
Non-Discretionary Accounts: 1,015

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 19608

ADV BROCHURE (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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The Investment Counsel Company