Kathryn Hunteman
Kathryn Hunteman is a ChFC-designated registered investment advisor at Isc Advisors, INC., based in Dallas, TX, with 32 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,989 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ISC Advisors generally charges a percentage of your portfolio annually, up to a maximum of 1.30%. This fee is negotiable. Some clients may pay more than 1.30% due to flat-rate fee schedules or minimum account fees. The exact fee will be in your agreement. Fees are calculated either in advance or in arrears, depending on the platform. The firm also offers a managed account program called Pathways, with fees ranging from 0% to 1.3%, depending on the negotiated arrangement.
Location
3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Kathryn provides financial services training for State Farm through Focus Tracks, including training on life/health insurance, bank products, and mutual funds. This activity requires a few hours per week, with minimal time during trading hours.
Employment History
Current Registrations
Isc Advisors, INC.
Institutional Securities Corporation
Institutional Securities CorporationBroker
Previous Registrations
State Farm Vp Management CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Oppenheimer & CO. INC.Broker
Cibc World Markets CORP.Broker
Prudential Securities IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Southwest Securities, INC.Broker
State Registrations7 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.