How does the advisor help clients – Key Takeaways:
Ades Investment Counsel, Inc. is committed to helping its clients achieve their financial goals through personalized and comprehensive investment strategies. With a team of experienced financial experts, the firm provides clients with a range of services and tailor-made solutions to meet their individual needs.
Facts and Insights
Founded in 2003, Ades Investment Counsel, Inc. has over 18 years of experience in providing financial advice and management services to clients. The firm has a total of 20 advisors and manages over $500 million of assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 18 years |
Financial Services Offered
Ades Investment Counsel, Inc. offers a range of financial services including investment management, financial planning, retirement planning, and estate planning. The firm utilizes a holistic approach to help clients achieve their financial goals and offers customized solutions based on each client’s unique needs and objectives.
Client Types
Ades Investment Counsel, Inc. serves a diverse range of clients including individuals, families, business owners, and institutions such as endowments and foundations. The firm caters to clients with varying levels of wealth and takes a personalized approach to create tailored investment strategies for each client.
Fees & Compensation
Ades Investment Counsel, Inc. operates on a fee-only basis, meaning that they do not receive commissions or any other form of compensation based on the products or services they recommend to clients. This fee structure ensures that the firm’s interests align with those of its clients, as their success is directly tied to the performance of their clients’ portfolios.
Background
Ades Investment Counsel, Inc. was founded by experienced financial advisors who shared a common goal of providing high-quality, independent financial advice to their clients. The firm prides itself on its team-oriented approach, where advisors collaborate to develop comprehensive strategies that reflect the latest market developments and best practices in the industry.
Financial Advisor Disclosures to Know
Clients can feel secure in working with Ades Investment Counsel, Inc. as the firm has a clean record with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). The firm is committed to transparency and adheres to all applicable legal and regulatory requirements.