George Lea is a registered investment advisor at Isc Advisors, INC., based in Bryan, TX, with 14 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,928 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Maximum annual fee is 1.30%. All fees are subject to negotiation. Retirement plan accounts are subject to a $5,000 minimum annual account fee, and accounts under the Empower platform utilizing ISC Advisors-managed models are charged an additional 0.05%.
Fee Estimator
Location
4444 Carter Creek Pkwy, Ste. 104, Bryan, TX, 77802
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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 →Employment History
Current Registrations
Isc Advisors, INC.
Institutional Securities Corporation
Institutional Securities CorporationBroker
Previous Registrations
Institutional Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Institutional Securities CorporationBroker
State Registrations12 states
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
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