Richard Bowling
Richard Bowling is a registered investment advisor at Isc Advisors, INC., based in Dallas, TX, with 32 years of industry experience. Richard 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
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Regulatory History (1)
Customer Dispute
February 2012Other Business Activities
Richard owns rental property in Cape Coral, Florida, with an expected start date in February 2025. He anticipates spending minimal time on this activity.
Employment History
Current Registrations
Isc Advisors, INC.
Institutional Securities CorporationBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Independence One Brokerage Services, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations3 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.