Robert Prentiss
Robert Prentiss is a ChFC-designated registered investment advisor at Isc Financial Advisors, based in Edina, MN, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,318 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiated under special circumstances. Strives for a minimum account fee of $400 and a minimum asset threshold of $100,000. For accounts managed through the Pontera platform, Pontera receives a 0.25% annual fee, which is not added to the client's total fee.
Fee Estimator
Location
7760 France Avenue South, Edina, MN, 55435
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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 →Other Business ActivitiesSells Insurance
Robert is involved with an independent service company related to insurance, spending minimal time selling whole life and term insurance. He also serves as president of an RIA, dedicating nearly full-time hours to investment accounts and client meetings, and is a trustee and chair of the finance committee for North Memorial Medical Center, spending a few hours per week.
Employment History
Current Registrations
Isc Financial Advisors
State Registrations1 state
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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